WA
WealthTrust-Arizona Portfolio holdings
AUM
$172M
1-Year Return
6.58%
This Quarter Return
+0.01%
1 Year Return
-6.58%
3 Year Return
+20.19%
5 Year Return
+28.52%
10 Year Return
–
AUM
$74M
AUM Growth
–
Cap. Flow
+$74M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.17%
Holding
653
New
648
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
|
$5.55M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$4.38M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$3.81M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$3.23M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 8.23% |
| 2 | Industrials | 6.07% |
| 3 | Financials | 4.89% |
| 4 | Energy | 4.37% |
| 5 | Technology | 3.86% |
