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WA

WealthTrust-Arizona Portfolio holdings

AUM $172M
1-Year Est. Return 6.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.49M
3
+$1.32M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$788K

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.32M
4
ALD
WisdomTree Asia Local Debt Fund
ALD
+$266K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$247K

Sector Composition

1 Industrials 7.18%
2 Technology 4.44%
3 Energy 4.38%
4 Real Estate 4.34%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
172
-8
427
$9K 0.01%
500
+300
428
$9K 0.01%
138
-145
429
$9K 0.01%
249
430
$9K 0.01%
636
431
$9K 0.01%
220
-22
432
$9K 0.01%
+600
433
$9K 0.01%
210
-24
434
$8K 0.01%
+300
435
$8K 0.01%
+168
436
$8K 0.01%
255
-46
437
$8K 0.01%
246
-4,398
438
$8K 0.01%
208
-26
439
$8K 0.01%
302
440
$8K 0.01%
101
441
$8K 0.01%
176
+1
442
$8K 0.01%
202
443
$8K 0.01%
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444
$8K 0.01%
210
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445
$8K 0.01%
92
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446
$8K 0.01%
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447
$8K 0.01%
81
-15
448
$8K 0.01%
521
-159
449
$8K 0.01%
100
450
$8K 0.01%
166
-27
16 17
18
19 20