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
$182M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$343K

Top Sells

1
+$8.56M
2
+$6.75M
3
+$5.35M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.79M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.1M

Sector Composition

1 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 24.7%
672,703
-79,987
2
$38.6M 21.2%
94,283
-872
3
$29.5M 16.19%
78,346
-5,571
4
$20.7M 11.39%
850,356
-3,891
5
$19.3M 10.62%
396,213
+47,146
6
$7.73M 4.25%
42,202
-4,020
7
$5.42M 2.98%
228,319
+14,437
8
$4.85M 2.66%
43,947
-77,618
9
$4.28M 2.35%
85,585
-1,870
10
$4.13M 2.27%
57,796
-94,387
11
$2.11M 1.16%
8,642
-6,894
12
$404K 0.22%
29,585
13
– –
-126,291
14
– –
-3,729