WAM
WealthTrust Asset Management Portfolio holdings
AUM
$134M
1-Year Est. Return
21.14%
1 Year Est. Return
+21.14%
AUM
$135M
AUM Growth
-$4.35M
(-3.1%)
Holding
103
Top Buys
| 1 | +$8.59M | |
| 2 | +$2.89M | |
| 3 | +$1.6M | |
| 4 |
Raymond James Financial
RJF
|
+$1.17M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$1M |
Top Sells
| 1 | +$4.47M | |
| 2 | +$2.52M | |
| 3 | +$1.64M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.6M |
| 5 |
Arm
ARM
|
+$1.22M |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Financials | 7.53% |
| 3 | Industrials | 5.3% |
| 4 | Communication Services | 4.43% |
| 5 | Healthcare | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Information Technology ETF
VGT
$110B
| – | – |
-416
|
|
||
102
Viking Therapeutics
VKTX
$3.81B
| – | – |
-6,923
|
|
||
103
Vertiv
VRT
$66.5B
| – | – |
-10,068
|
|