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
$320M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$20.7M
3
+$17.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$14.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.9M 25.31%
148,676
+83,687
2
$58M 18.15%
798,663
+240,544
3
$48.2M 15.07%
96,305
+41,311
4
$33.4M 10.46%
1,290,276
+576,477
5
$23.2M 7.25%
433,298
+145,929
6
$10.7M 3.35%
136,819
+119,971
7
$10.4M 3.26%
48,460
+19,399
8
$9.56M 2.99%
411,379
+176,018
9
$9.27M 2.9%
158,442
+94,408
10
$7.22M 2.26%
143,264
+23,155
11
$7.21M 2.26%
187,833
+123,983
12
$7.2M 2.25%
67,393
+33,614
13
$5.57M 1.74%
15,287
+4,934
14
$4.27M 1.34%
+86,371
15
$3.39M 1.06%
+77,556
16
$928K 0.29%
61,751
+29,652
17
$222K 0.07%
+4,763