WAM

WealthTrust Asset Management Portfolio holdings

AUM $134M
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$2.77M
3
+$1.18M
4
ALB icon
Albemarle
ALB
+$1.15M
5
SLV icon
iShares Silver Trust
SLV
+$1.09M

Top Sells

1
+$4.8M
2
+$2.82M
3
+$2.34M
4
GS icon
Goldman Sachs
GS
+$2.23M
5
META icon
Meta Platforms (Facebook)
META
+$1.97M

Sector Composition

1 Healthcare 11.53%
2 Industrials 9.08%
3 Technology 8.4%
4 Financials 5.3%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
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