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
426
$7K ﹤0.01%
218
427
$7K ﹤0.01%
165
+3
428
$7K ﹤0.01%
+198
429
$7K ﹤0.01%
84
430
$7K ﹤0.01%
400
431
$7K ﹤0.01%
142
432
$7K ﹤0.01%
691
433
$7K ﹤0.01%
124
434
$7K ﹤0.01%
96
435
$7K ﹤0.01%
249
436
$7K ﹤0.01%
102
437
$7K ﹤0.01%
50
438
$7K ﹤0.01%
300
439
$7K ﹤0.01%
190
440
$7K ﹤0.01%
43
441
$7K ﹤0.01%
138
+55
442
$7K ﹤0.01%
457
-92
443
$7K ﹤0.01%
248
+118
444
$7K ﹤0.01%
614
+100
445
$6K ﹤0.01%
21
446
$6K ﹤0.01%
83
447
$6K ﹤0.01%
+233
448
$6K ﹤0.01%
200
449
$6K ﹤0.01%
47
+5
450
$6K ﹤0.01%
412
+210