WA

WealthTrust Axiom Portfolio holdings

AUM $373M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$758K
3 +$525K
4
NAT icon
Nordic American Tanker
NAT
+$332K
5
IRDM icon
Iridium Communications
IRDM
+$272K

Top Sells

1 +$794K
2 +$595K
3 +$382K
4
PINC
Premier
PINC
+$276K
5
LLY icon
Eli Lilly
LLY
+$251K

Sector Composition

1 Technology 18.73%
2 Industrials 16.2%
3 Healthcare 10.4%
4 Communication Services 9.45%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,000
227
-5,057