WA
WealthTrust Axiom Portfolio holdings
AUM
$340M
This Quarter Return
+2.93%
1 Year Return
+25%
3 Year Return
+78%
5 Year Return
+181.94%
10 Year Return
+319.43%
AUM
$273M
AUM Growth
+$273M
(-0.69%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
24.95%
Holding
245
New
17
Increased
65
Reduced
87
Closed
13
Top Buys
| 1 |
TGI
Triumph Group
TGI
|
$1.6M |
| 2 |
Hanesbrands
HBI
|
$1.32M |
| 3 |
USAS
Americas Gold and Silver
USAS
|
$1.14M |
| 4 |
Howmet Aerospace
HWM
|
$947K |
| 5 |
STB
Student Transportation Inc
STB
|
$744K |
Top Sells
| 1 |
UTEK
Ultratech Inc.
UTEK
|
$3.52M |
| 2 |
JPMorgan Chase
JPM
|
$2.93M |
| 3 |
Alcoa
AA
|
$1M |
| 4 |
Olin
OLN
|
$910K |
| 5 |
Emerson Electric
EMR
|
$875K |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Industrials | 16.88% |
| 3 | Energy | 10.9% |
| 4 | Healthcare | 9.97% |
| 5 | Communication Services | 9.35% |
