WA
WealthTrust Axiom Portfolio holdings
AUM
$340M
This Quarter Return
+1.64%
1 Year Return
+25%
3 Year Return
+78%
5 Year Return
+181.94%
10 Year Return
+319.43%
AUM
$336M
AUM Growth
+$336M
(-0.56%)
Cap. Flow
+$688K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
270
New
6
Increased
73
Reduced
92
Closed
15
Top Buys
| 1 |
Schlumberger
SLB
|
$1.54M |
| 2 |
Tractor Supply
TSCO
|
$604K |
| 3 |
Pfizer
PFE
|
$505K |
| 4 |
Palo Alto Networks
PANW
|
$426K |
| 5 |
Starwood Property Trust
STWD
|
$395K |
Top Sells
| 1 |
MNTX
Manitex International, Inc.
MNTX
|
$1.56M |
| 2 |
TGI
Triumph Group
TGI
|
$457K |
| 3 |
Anika Therapeutics
ANIK
|
$347K |
| 4 |
CSX Corp
CSX
|
$302K |
| 5 |
Blackstone
BX
|
$294K |
Sector Composition
| 1 | Technology | 24.71% |
| 2 | Healthcare | 13.72% |
| 3 | Energy | 13.54% |
| 4 | Industrials | 10.45% |
| 5 | Financials | 5.75% |
