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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 : 5     View All Holdings Currently Viewing:  Increased 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
   (DBC)1 Year Chart         DBC Invesco DB Commodity Tracki... 8 - $23.47 $5,406,000 235,361 3.2% 1,460,000 56,302 0.306    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 9 - $60.26 $3,889,000 64,034 2.31% -640,000 47,694 0.028    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 11 - $342.95 $3,490,000 10,353 2.07% 1,161,000 2,671 0.004    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 12 - $38.76 $2,524,000 63,850 1.5% -18,000 399 0.01    N/A
   (GSBD)1 Year Chart         GSBD Goldman Sachs Bdc, Inc. 14 - $15.45 $481,000 32,099 0.29% 481,000 32,099 0.032    N/A

      5 Records Found
  1    
Page 1 of 1
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