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
$194M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$1.26M
3 +$607K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$453K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$399K

Sector Composition

1 Financials 2.81%
2 Industrials 2.73%
3 Technology 2.67%
4 Healthcare 1.95%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$3K ﹤0.01%
26
527
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70
528
$3K ﹤0.01%
100
529
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+73
530
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531
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60
+1
533
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+39
534
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+100
535
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76
-49
536
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183
+1
537
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117
538
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98
539
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26
540
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61
+1
541
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542
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+1
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1,000
+200
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479
545
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278
546
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52
547
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54
+1
548
$3K ﹤0.01%
260
549
$3K ﹤0.01%
+72
550
$3K ﹤0.01%
1,646
+33