WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
1-Year Est. Return
27.89%
1 Year Est. Return
+27.89%
AUM
$257M
AUM Growth
+$23.6M
(+10%)
Holding
227
Top Buys
| 1 | +$2.85M | |
| 2 | +$1.29M | |
| 3 | +$509K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$340K |
| 5 |
Vertiv
VRT
|
+$307K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$420K | |
| 3 | +$362K | |
| 4 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
+$349K |
| 5 |
SKX
Skechers
SKX
|
+$293K |
Sector Composition
| 1 | Technology | 21.77% |
| 2 | Healthcare | 5.42% |
| 3 | Financials | 5.3% |
| 4 | Communication Services | 4.97% |
| 5 | Energy | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SKX
226
DELISTED
Skechers
SKX
| – | – |
-5,165
|
|
||
227
Trex
TREX
$5.48B
| – | – |
-3,956
|
|