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  Name: OLYMPUS WEALTH MANAGEMENT LLC
  City: COTTONWOOD HEIGHTS
  State: UT
  Zip: 84047
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,702,000
  Total Value Change : $-26,167,000
  Securities Held Change : -8
   
All Securities Held : 14
  New Positions : 1
  Closed Positions : 10
  Increased Positions : 5
  Unchanged Positions : 0
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 19 Closed $14.19 $0 0 0% -883,000 -66,359 0    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 18 Closed $77.27 $0 0 0% -266,000 -3,437 0    Closed - End Fund - E...
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 24 Closed $25.64 $0 0 0% -424,000 -16,750 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 17 Closed $97.08 $0 0 0% -366,000 -3,685 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 23 Closed $413.12 $0 0 0% -685,000 -1,921 0    Property & Casualty I...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 16 Closed $99.33 $0 0 0% -212,000 -2,153 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 22 Closed $48.86 $0 0 0% -262,000 -5,306 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 15 Closed $44.57 $0 0 0% -946,000 -23,023 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 21 Closed $163.21 $0 0 0% -2,338,000 -15,641 0    Closed - End Fund - E...
   (BIZD)1 Year Chart         BIZD Vaneck Vectors Bdc Income Etf 20 Closed $16.98 $0 0 0% -438,000 -27,309 0    N/A

      10 Records Found
  1    
Page 1 of 1
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