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
401
$9K ﹤0.01%
337
-24
402
$9K ﹤0.01%
67
403
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636
404
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405
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142
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363
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407
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321
408
$9K ﹤0.01%
124
409
$9K ﹤0.01%
202
+2
410
$9K ﹤0.01%
1,438
+224
411
$8K ﹤0.01%
67
+1
412
$8K ﹤0.01%
415
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156
+11
414
$8K ﹤0.01%
877
415
$8K ﹤0.01%
73
416
$8K ﹤0.01%
110
417
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45
418
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173
+5
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198
420
$8K ﹤0.01%
123
421
$8K ﹤0.01%
80
-16
422
$8K ﹤0.01%
584
423
$8K ﹤0.01%
249
424
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145
+102
425
$8K ﹤0.01%
79
-14