WA
WealthTrust Axiom Portfolio holdings
AUM
$373M
1-Year Est. Return
27.54%
1 Year Est. Return
+27.54%
AUM
$373M
AUM Growth
+$33.2M
(+9.8%)
Holding
279
Top Buys
| 1 | +$3.15M | |
| 2 | +$972K | |
| 3 | +$965K | |
| 4 |
Ceragon Networks
CRNT
|
+$772K |
| 5 |
Micron Technology
MU
|
+$627K |
Top Sells
| 1 | +$1.89M | |
| 2 | +$1.69M | |
| 3 | +$1.16M | |
| 4 |
LSI Industries
LYTS
|
+$527K |
| 5 |
Corning
GLW
|
+$517K |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Healthcare | 13.03% |
| 3 | Energy | 12.19% |
| 4 | Industrials | 9.48% |
| 5 | Utilities | 5.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Pinnacle West Capital
PNW
$11B
| – | – |
-2,500
|
|
||
277
STMicroelectronics
STM
$24.9B
| – | – |
-11,450
|
|
||
|
TGI
278
DELISTED
Triumph Group
TGI
| – | – |
-15,303
|
|
||
279
Healthpeak Properties
DOC
$12.2B
| – | – |
-10,262
|
|