WA

WealthTrust Axiom Portfolio holdings

AUM $389M
1-Year Est. Return 33.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$906K
3 +$806K
4
TISI icon
Team
TISI
+$652K
5
VIAB
Viacom Inc. Class B
VIAB
+$614K

Top Sells

1 +$1.67M
2 +$1.29M
3 +$1.17M
4
EXC icon
Exelon
EXC
+$669K
5
UHT
Universal Health Realty Income Trust
UHT
+$481K

Sector Composition

1 Industrials 17.25%
2 Technology 17.13%
3 Healthcare 11.09%
4 Energy 9.55%
5 Communication Services 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-16,028
227
-5,400