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
$233M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$11M
3 +$10.1M
4
POWR
POWERSECURE INTL INC COM STK (DE)
POWR
+$9.88M
5
EXC icon
Exelon
EXC
+$6.83M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.12%
2 Technology 15.35%
3 Healthcare 13.51%
4 Energy 12.35%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$56K 0.02%
+3,710
177
$47K 0.02%
+13,000
178
$42K 0.02%
+15,000
179
$34K 0.01%
+1,026
180
$31K 0.01%
+20,000
181
$24K 0.01%
+1
182
$18K 0.01%
+1,197
183
$11K ﹤0.01%
+2,487
184
$7K ﹤0.01%
+75