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
$175M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$156K
3
+$1.54K

Top Sells

1
+$1.85M
2
+$1.47M
3
+$1.26M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$281K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$121K

Sector Composition

1 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.9M 25.15%
682,739
-4,367
2
$38.3M 21.95%
89,684
-4,317
3
$28.7M 16.46%
73,202
-3,200
4
$20.6M 11.79%
873,216
+6,597
5
$16.5M 9.44%
346,515
-2,542
6
$7.27M 4.16%
42,379
+9
7
$5.78M 3.31%
231,471
-491
8
$4.4M 2.52%
42,396
+1,533
9
$4.14M 2.37%
82,985
-360
10
$2.42M 1.39%
35,186
-21,373
11
$2.12M 1.21%
7,977
12
$431K 0.25%
29,585