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
$110M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$4.03M
3 +$2.26M
4
WLTG icon
WealthTrust DBS Long Term Growth ETF
WLTG
+$1.75M
5
PYPL icon
PayPal
PYPL
+$1.12M

Top Sells

1 +$5.38M
2 +$1.58M
3 +$1.31M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
BIDU icon
Baidu
BIDU
+$1.01M

Sector Composition

1 Industrials 9.3%
2 Technology 7.66%
3 Healthcare 5.81%
4 Financials 5.17%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,272
77
-112,371
78
-9,643
79
-1,652
80
-1,633
81
-14,887
82
-3,577
83
-39,957
84
-9,869