Long-term investor
Wealthtrust Asset Management, LLC @wealthtrustassetmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001867894).
Record
- Tracked since 2025-06-30 (434 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months +8.1% · 1 year +16.5% · all +16.5%
- Max drawdown -3.0% · Sharpe 0.95 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WLTG · 27.1% · long · since 2025-06-30
- CHRW · 6.7% · long · since 2026-03-31
- IWB · 3.9% · long · since 2025-06-30
- BIL · 3.3% · long · since 2025-06-30
- AGG · 2.9% · long · since 2025-06-30
- 46090E103 · 2.8% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- FLOT · 2.5% · long · since 2025-06-30
- USB · 2.4% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- VO · 2.1% · long · since 2025-12-31
- TSM · 1.7% · long · since 2025-06-30