WA
WealthTrust Axiom Portfolio holdings
AUM
$340M
1-Year Return
25%
This Quarter Return
+13.02%
1 Year Return
+25%
3 Year Return
+78%
5 Year Return
+181.94%
10 Year Return
+319.42%
AUM
$287M
AUM Growth
+$24.3M
(+9.3%)
Cap. Flow
-$3.29M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
262
New
14
Increased
54
Reduced
102
Closed
14
Top Buys
| 1 |
Ternium
TX
|
$492K |
| 2 |
Matrix Service
MTRX
|
$286K |
| 3 |
Intrepid Potash
IPI
|
$283K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$235K |
| 5 |
TETRA Technologies
TTI
|
$233K |
Top Sells
| 1 |
Scorpio Tankers
STNG
|
$911K |
| 2 |
Iridium Communications
IRDM
|
$687K |
| 3 |
Ardmore Shipping
ASC
|
$536K |
| 4 |
Centrus Energy
LEU
|
$401K |
| 5 |
Rogers Corp
ROG
|
$362K |
Sector Composition
| 1 | Technology | 20.6% |
| 2 | Healthcare | 15.79% |
| 3 | Energy | 14.6% |
| 4 | Industrials | 11.45% |
| 5 | Communication Services | 6.4% |
