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
$79.4M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$752K
3 +$194K
4
MDT icon
Medtronic
MDT
+$176K
5
RRC icon
Range Resources
RRC
+$83K

Top Sells

1 +$411K
2 +$333K
3 +$121K
4
NEON icon
Neonode
NEON
+$119K
5
IRM icon
Iron Mountain
IRM
+$74K

Sector Composition

1 Real Estate 8.37%
2 Industrials 5.99%
3 Financials 4.55%
4 Energy 4.33%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K 0.01%
+175
402
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403
403
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500
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404
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89
405
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194
406
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104
407
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408
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409
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255
410
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173
+16
411
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636
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817
420
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364
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421
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174
+10
425
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550
+100