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
451
$7K ﹤0.01%
212
+2
452
$7K ﹤0.01%
174
453
$6K ﹤0.01%
83
454
$6K ﹤0.01%
+456
455
$6K ﹤0.01%
71
456
$6K ﹤0.01%
200
457
$6K ﹤0.01%
220
+2
458
$6K ﹤0.01%
+62
459
$6K ﹤0.01%
487
460
$6K ﹤0.01%
190
461
$6K ﹤0.01%
152
462
$6K ﹤0.01%
112
+1
463
$6K ﹤0.01%
310
464
$6K ﹤0.01%
85
465
$5K ﹤0.01%
114
+1
466
$5K ﹤0.01%
2,095
+400
467
$5K ﹤0.01%
353
+3
468
$5K ﹤0.01%
194
+2
469
$5K ﹤0.01%
77
+1
470
$5K ﹤0.01%
125
+1
471
$5K ﹤0.01%
208
+2
472
$5K ﹤0.01%
400
473
$5K ﹤0.01%
209
474
$5K ﹤0.01%
1,250
+250
475
$5K ﹤0.01%
650