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
$278M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$629K
2 +$405K
3 +$250K
4
ASC icon
Ardmore Shipping
ASC
+$233K
5
STNG icon
Scorpio Tankers
STNG
+$219K

Top Sells

1 +$4.2M
2 +$1.89M
3 +$1.31M
4
INTC icon
Intel
INTC
+$780K
5
NEX
NexTier Oilfield Solutions Inc.
NEX
+$540K

Sector Composition

1 Technology 22.12%
2 Healthcare 15.12%
3 Energy 14.76%
4 Industrials 13.3%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,460
252
-2,302
253
-10,000
254
-5,705
255
-476
256
-10,000
257
-2,768
258
-4,426
259
-60,400
260
-19,700
261
-17,149