OWM

Olympus Wealth Management Portfolio holdings

AUM $298M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.57M

Top Sells

1
+$24.4M
2
+$11.3M
3
+$5.46M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$4.22M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.8M

Sector Composition

1 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 23.29%
752,690
-42,714
2
$36.4M 18.26%
95,155
-63,773
3
$29.5M 14.8%
83,917
+16,631
4
$21.5M 10.8%
854,247
-449,619
5
$16.3M 8.18%
349,067
-80,259
6
$12.9M 6.49%
121,565
-51,272
7
$9.99M 5.01%
152,183
-44,637
8
$7.84M 3.94%
46,222
-14,523
9
$5.27M 2.65%
213,882
-171,220
10
$4.79M 2.4%
126,291
+41,311
11
$4.23M 2.12%
87,455
-78,540
12
$3.33M 1.67%
15,536
-1,505
13
$406K 0.2%
29,585
-29,652
14
$362K 0.18%
3,729
-3,891
15
– –
-5,086
16
– –
-4,763