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
$268M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.97M
3 +$1.68M
4
OLN icon
Olin
OLN
+$748K
5
GILD icon
Gilead Sciences
GILD
+$636K

Top Sells

1 +$1.92M
2 +$598K
3 +$545K
4
GAS
AGL Resources Inc
GAS
+$420K
5
CSCO icon
Cisco
CSCO
+$419K

Sector Composition

1 Technology 19.44%
2 Industrials 15.72%
3 Energy 10.62%
4 Healthcare 10.15%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,048
227
-6,700
228
-5,456
229
-13,200
230
-53,000
231
-20,060
232
-17,440
233
-11,995
234
-6,369