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
$139M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$3.06M
2 +$1.84M
3 +$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$989K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$866K

Sector Composition

1 Technology 9.1%
2 Industrials 7.71%
3 Financials 6.9%
4 Communication Services 5.58%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,576
102
-3,516
103
-11,357