Adam Colby

@Wealth Group Ltd

Latest period2024 - Q4

Reported10d ago

Managed Assets$345.902M

Total holdings65

Assets growth rate0.69%

Assets growth rate (2-Q avg)2.24%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Group Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Wealth Group Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 345.902M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Adam Colby, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HDHome Depot Recent Activity Increased 5.04%	0.07%	$219,081 563 shares@ $389.14 avg price	Increased 5.04%
YACAFYancoal Australia Limited Shs Recent Activity Increased 0.31%	0.03%	$75,508 18,773 shares@ $4.03 avg price	Increased 0.31%
AFMJFAlphamin Res Corporation Shares Recent Activity Increased 13.02%	0.01%	$19,369 26,050 shares@ $0.75 avg price	Increased 13.02%