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
$166M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.67%
2 Industrials 2.65%
3 Financials 2.6%
4 Energy 2.56%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
202
402
$8K ﹤0.01%
892
403
$8K ﹤0.01%
126
404
$8K ﹤0.01%
109
+1
405
$8K ﹤0.01%
144
406
$8K ﹤0.01%
67
407
$8K ﹤0.01%
193
+31
408
$8K ﹤0.01%
191
409
$8K ﹤0.01%
150
410
$8K ﹤0.01%
321
411
$8K ﹤0.01%
117
412
$8K ﹤0.01%
+113
413
$8K ﹤0.01%
249
-67
414
$8K ﹤0.01%
100
415
$7K ﹤0.01%
102
416
$7K ﹤0.01%
+240
417
$7K ﹤0.01%
112
418
$7K ﹤0.01%
66
419
$7K ﹤0.01%
221
420
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96
421
$7K ﹤0.01%
128
422
$7K ﹤0.01%
147
-81
423
$7K ﹤0.01%
141
+4
424
$7K ﹤0.01%
877
425
$7K ﹤0.01%
45