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
$291M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$259K
3
+$207K

Top Sells

1
+$16.2M
2
+$9.27M
3
+$7.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.27M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.84M

Sector Composition

1 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.1M 23.76%
120,441
-28,235
2
$62.1M 21.36%
795,797
-2,866
3
$43.6M 14.97%
82,535
-13,770
4
$31.5M 10.84%
1,118,586
-171,690
5
$24.4M 8.4%
425,697
-7,601
6
$11.6M 3.98%
47,667
-793
7
$8.92M 3.07%
400,568
-10,811
8
$8.6M 2.96%
192,468
+4,635
9
$7.85M 2.7%
+125,911
10
$7.03M 2.42%
63,676
-3,717
11
$7.01M 2.41%
136,661
-6,603
12
$4.2M 1.44%
11,193
-4,094
13
$3.6M 1.24%
43,010
-93,809
14
$850K 0.29%
61,751
15
$259K 0.09%
+4,885
16
$229K 0.08%
4,763
17
– –
-158,442
18
– –
-86,371
19
– –
-77,556