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
451
$6K 0.01%
650
452
$6K 0.01%
100
453
$6K 0.01%
137
454
$6K 0.01%
99
-25
455
$6K 0.01%
88
456
$6K 0.01%
121
+20
457
$6K 0.01%
105
458
$6K 0.01%
400
+200
459
$5K 0.01%
75
460
$5K 0.01%
50
461
$5K 0.01%
71
462
$5K 0.01%
92
463
$5K 0.01%
12,280
+80
464
$5K 0.01%
90
465
$5K 0.01%
552
466
$5K 0.01%
240
467
$5K 0.01%
155
468
$5K 0.01%
89
+25
469
$5K 0.01%
76
470
$5K 0.01%
126
+1
471
$4K 0.01%
30
472
$4K 0.01%
200
473
$4K 0.01%
1,400
474
$4K 0.01%
+63
475
$4K 0.01%
102
-416