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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
576
$2K ﹤0.01%
85
-25
577
$2K ﹤0.01%
+8
578
$2K ﹤0.01%
57
579
$2K ﹤0.01%
111
580
$2K ﹤0.01%
100
-600
581
$2K ﹤0.01%
28
582
$2K ﹤0.01%
47
583
$2K ﹤0.01%
23
+13
584
$1K ﹤0.01%
+120
585
$1K ﹤0.01%
12
-78
586
$1K ﹤0.01%
9
-68
587
$1K ﹤0.01%
110
+60
588
$1K ﹤0.01%
54
589
$1K ﹤0.01%
7
-41
590
$1K ﹤0.01%
34
591
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18
-166
592
$1K ﹤0.01%
+40
593
$1K ﹤0.01%
+30
594
$1K ﹤0.01%
10
-400
595
$1K ﹤0.01%
30
596
$1K ﹤0.01%
150
+50
597
$1K ﹤0.01%
58
598
$1K ﹤0.01%
+17
599
$1K ﹤0.01%
10
-190
600
$1K ﹤0.01%
127
22 23
24
25 26