WAM
WealthTrust Asset Management Portfolio holdings
AUM
$167M
1-Year Est. Return
25.06%
This Fund
S&P 500
1 Year Est. Return
+25.06%
AUM
$167M
AUM Growth
+$24.3M
(+17%)
Holding
104
Top Buys
| 1 | +$11.7M | |
| 2 | +$7.24M | |
| 3 | +$3.52M | |
| 4 |
Apple
AAPL
|
+$1.26M |
| 5 |
Tesla
TSLA
|
+$1.25M |
Top Sells
| 1 | +$2M | |
| 2 | +$1.76M | |
| 3 | +$1.03M | |
| 4 |
iShares Silver Trust
SLV
|
+$965K |
| 5 |
NRG Energy
NRG
|
+$577K |
Sector Composition
| 1 | Industrials | 9.07% |
| 2 | Technology | 7.94% |
| 3 | Financials | 7.44% |
| 4 | Communication Services | 4.06% |
| 5 | Consumer Discretionary | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
NRG Energy
NRG
$27.3B
| – | – |
-3,626
|
|
||
102
Tenet Healthcare
THC
$14B
| – | – |
-5,195
|
|
||
103
Vanguard Information Technology ETF
VGT
$140B
| – | – |
-21,216
|
|
||
104
Vanguard S&P 500 ETF
VOO
$952B
| – | – |
-328
|
|