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
$195M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.34M
3
+$946K
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$883K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$685K

Top Sells

1
+$1.16M
2
+$928K
3
+$902K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$431K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$367K

Sector Composition

1 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.9M 24.59%
681,067
-1,672
2
$42.5M 21.83%
89,485
-199
3
$31.1M 15.95%
71,136
-2,066
4
$22M 11.28%
866,052
-7,164
5
$17.3M 8.87%
341,596
-4,919
6
$8.02M 4.11%
41,936
-443
7
$4.53M 2.32%
81,700
-1,285
8
$4.19M 2.15%
38,978
-3,418
9
$3.95M 2.03%
179,059
-52,412
10
$2.54M 1.3%
+63,451
11
$2.34M 1.2%
+15,641
12
$2.33M 1.2%
7,682
-295
13
$1.72M 0.88%
22,871
-12,315
14
$946K 0.49%
+23,023
15
$883K 0.45%
+66,359
16
$685K 0.35%
+1,921
17
$438K 0.22%
+27,309
18
$424K 0.22%
+16,750
19
$366K 0.19%
+3,685
20
$266K 0.14%
+3,437
21
$262K 0.13%
+5,306
22
$212K 0.11%
+2,153
23
– –
-29,585