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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
451
$8K 0.01%
12
-4
452
$7K 0.01%
50
-115
453
$7K 0.01%
347
-26
454
$7K 0.01%
105
455
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33
-16
456
$7K 0.01%
602
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457
$7K 0.01%
70
458
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201
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459
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200
460
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60
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86
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123
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464
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215
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466
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81
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100
473
$6K 0.01%
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474
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80
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475
$6K 0.01%
78
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