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
$190M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.53%
2 Financials 3.11%
3 Industrials 3.08%
4 Healthcare 2.07%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5K ﹤0.01%
177
+1
502
$5K ﹤0.01%
214
+2
503
$5K ﹤0.01%
400
504
$5K ﹤0.01%
550
505
$4K ﹤0.01%
120
506
$4K ﹤0.01%
2,295
507
$4K ﹤0.01%
100
508
$4K ﹤0.01%
156
+2
509
$4K ﹤0.01%
105
+1
510
$4K ﹤0.01%
208
+2
511
$4K ﹤0.01%
61
512
$4K ﹤0.01%
100
513
$4K ﹤0.01%
155
514
0
515
$4K ﹤0.01%
208
516
$4K ﹤0.01%
60
517
$4K ﹤0.01%
900
518
$4K ﹤0.01%
+120
519
$4K ﹤0.01%
21
520
$4K ﹤0.01%
14
521
$4K ﹤0.01%
72
522
$4K ﹤0.01%
7
+2
523
$4K ﹤0.01%
1,775
+40
524
$4K ﹤0.01%
205
+80
525
$4K ﹤0.01%
370