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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
476
$6K 0.01%
100
-490
477
$6K 0.01%
79
-14
478
$6K 0.01%
240
479
$6K 0.01%
678
-41
480
$6K 0.01%
+200
481
$6K 0.01%
104
+1
482
$6K 0.01%
600
483
$6K 0.01%
310
-400
484
$6K 0.01%
12,440
+40
485
$6K 0.01%
124
-21
486
$6K 0.01%
102
-23
487
$6K 0.01%
100
488
$6K 0.01%
+200
489
$5K 0.01%
+31
490
$5K 0.01%
200
-200
491
$5K 0.01%
60
-395
492
$5K 0.01%
72
493
$5K 0.01%
130
494
$5K 0.01%
73
-18
495
$5K 0.01%
+200
496
$5K 0.01%
51
+1
497
$5K 0.01%
50
498
$5K 0.01%
133
-29
499
$5K 0.01%
600
+400
500
$5K 0.01%
125
+115
18 19
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