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
$186M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$394K
3
+$82.7K
4
GLD icon
SPDR Gold Trust
GLD
+$29.9K

Top Sells

1
+$2.32M
2
+$792K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$183K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125K

Sector Composition

1 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 24.99%
687,106
+14,403
2
$41.7M 22.45%
94,001
-282
3
$31.1M 16.76%
76,402
-1,944
4
$21M 11.3%
866,619
+16,263
5
$17.2M 9.27%
349,057
-47,156
6
$7.55M 4.07%
42,370
+168
7
$5.27M 2.84%
231,962
+3,643
8
$4.4M 2.37%
40,863
-3,084
9
$4.36M 2.35%
83,345
-2,240
10
$4.1M 2.21%
56,559
-1,237
11
$2.2M 1.18%
7,977
-665
12
$410K 0.22%
29,585