WEALTHTRUST AXIOM LLC Overview
Wealthtrust Axiom Llc is an investment advisor that manages 633 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 03/31/21. The fund's latest filing disclosed 296MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 03/31/21. The fund's latest filing disclosed 296MM in positions, representing 47% of the manager's regulatory AUM.
WEALTHTRUST AXIOM LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEALTHTRUST AXIOM LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.89% | Tech | 19.61% | 0.12% | 0 | 0% | ||
| IRDM | 3.23% | Telecom | 2.38% | -0.35% | 0 | 0% | ||
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FEATURED IN
WEALTHTRUST AXIOM LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Albert C. Matt | President & Chief Compliance Officer | October-2007 |
| Robert W. Loreaux | Executive Vice President | October-2007 |
| Michael C. Heaberg | Chief Executive Officer | October-2007 |
WEALTHTRUST AXIOM LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEALTHTRUST AXIOM LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Axiom Asset Management focuses most of all of our equity portfolios as value portfolios. We believe value stocks have generally outperformed growth stocks dating back to 1927. Although for any one year, growth stocks can outperform value stocks, it is Axiom Asset Management belief that over many years, value stocks will outperform. As such, it is advantageous for clients to tilt their portfolios towards value. By taking a value oriented approach, Axiom Asset Management, believes that it can achieve above average market rate investment returns. Consequently our primary methods of analysis include the following: fundamental analysis, technical analysis, and cyclical analysis.
Axiom Asset Management 7 March 2015
Fundamental analysis involves the analysis of financial statement...
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Axiom Asset Management focuses most of all of our equity portfolios as value portfolios. We believe value stocks have generally outperformed growth stocks dating back to 1927. Although for any one year, growth stocks can outperform value stocks, it is Axiom Asset Management belief that over many years, value stocks will outperform. As such, it is advantageous for clients to tilt their portfolios towards value. By taking a value oriented approach, Axiom Asset Management, believes that it can achieve above average market rate investment returns. Consequently our primary methods of analysis include the following: fundamental analysis, technical analysis, and cyclical analysis.
Axiom Asset Management 7 March 2015
Fundamental analysis involves the analysis of financial statement...
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WEALTHTRUST AXIOM LLC Portfolio Concentration
WEALTHTRUST AXIOM LLC Location
550 E SWEDESFORD RD
SUITE 110
WAYNE, Pennsylvania
UNITED STATES, 19087
SUITE 110
WAYNE, Pennsylvania
UNITED STATES, 19087
WEALTHTRUST AXIOM LLC Contact Information
Phone Number: 610-688-0050
Fax Number: 610-688-0075
Website: http://www.axiomasset.com
Fax Number: 610-688-0075
Website: http://www.axiomasset.com
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