WA

WealthTrust Axiom Portfolio holdings

AUM $340M
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$4.71M
2 +$3.83M
3 +$2.2M
4
MNR
Monmouth Real Estate Investment Corp
MNR
+$1.12M
5
IRDM icon
Iridium Communications
IRDM
+$749K

Top Sells

1 +$6.65M
2 +$585K
3 +$508K
4
NS
NuStar Energy L.P.
NS
+$387K
5
STKL
SunOpta
STKL
+$362K

Sector Composition

1 Industrials 18.33%
2 Technology 17.49%
3 Energy 13.58%
4 Healthcare 11.06%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-8,000
227
-13,000
228
-71