WA

WealthTrust-Arizona Portfolio holdings

AUM $172M
1-Year Est. Return 6.58%
This Quarter Est. Return
1 Year Est. Return
-6.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1 +$3.86M
2 +$2.7M
3 +$813K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$503K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$476K

Sector Composition

1 Financials 2.83%
2 Industrials 2.68%
3 Technology 2.66%
4 Energy 2.36%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$11K 0.01%
311
377
$11K 0.01%
311
378
$11K 0.01%
+102
379
$10K 0.01%
220
380
$10K 0.01%
816
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$10K 0.01%
892
382
$10K 0.01%
+735
383
$10K 0.01%
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384
$10K 0.01%
+413
385
$10K 0.01%
193
386
$10K 0.01%
72
387
$10K 0.01%
76
388
$10K 0.01%
248
389
$10K 0.01%
526
390
$10K 0.01%
65
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$10K 0.01%
344
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$10K 0.01%
1,600
+900
393
$10K 0.01%
101
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$10K 0.01%
500
395
$9K ﹤0.01%
199
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$9K ﹤0.01%
113
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397
$9K ﹤0.01%
221
398
$9K ﹤0.01%
357
399
$9K ﹤0.01%
276
400
$9K ﹤0.01%
+22