WA

WealthTrust Axiom Portfolio holdings

AUM $373M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$805K
2 +$788K
3 +$778K
4
INTC icon
Intel
INTC
+$610K
5
EPM icon
Evolution Petroleum
EPM
+$500K

Top Sells

1 +$2.56M
2 +$1.13M
3 +$994K
4
TTI icon
TETRA Technologies
TTI
+$903K
5
FCO
abrdn Global Income Fund
FCO
+$701K

Sector Composition

1 Technology 19.87%
2 Healthcare 15.51%
3 Industrials 12.33%
4 Energy 12.27%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-15,000