WA

WealthTrust Axiom Portfolio holdings

AUM $389M
1-Year Est. Return 33.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$794K
3 +$695K
4
PARA
Paramount Global Class B
PARA
+$576K
5
TTI icon
TETRA Technologies
TTI
+$546K

Top Sells

1 +$965K
2 +$872K
3 +$692K
4
IRM icon
Iron Mountain
IRM
+$617K
5
TSLA icon
Tesla
TSLA
+$302K

Sector Composition

1 Technology 21.49%
2 Healthcare 13.84%
3 Industrials 11.75%
4 Energy 8.78%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-15,439