WMA
Wealth Management Associates Portfolio holdings
AUM
$282M
1-Year Est. Return
31.68%
1 Year Est. Return
+31.68%
AUM
$282M
AUM Growth
+$24.8M
(+9.7%)
Holding
242
Top Buys
| 1 | +$918K | |
| 2 | +$692K | |
| 3 | +$615K | |
| 4 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$558K |
| 5 |
Navitas Semiconductor
NVTS
|
+$520K |
Top Sells
| 1 | +$899K | |
| 2 | +$858K | |
| 3 | +$538K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$497K |
| 5 |
Lowe's Companies
LOW
|
+$477K |
Sector Composition
| 1 | Technology | 23.11% |
| 2 | Financials | 5.38% |
| 3 | Communication Services | 5.05% |
| 4 | Healthcare | 5.01% |
| 5 | Industrials | 4.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
| $142K | 0.05% |
12,462
+46
|
|
||
|
WRN
227
Western Copper and Gold
WRN
$495M
| $134K | 0.05% |
67,900
+4,500
|
|
||
228
Nuveen Municipal Value Fund
NUV
$1.89B
| $129K | 0.05% |
14,403
|
|
||
229
Tilray
TLRY
$943M
| $49.9K | 0.02% |
28,835
|
|
||
230
Quantum-Si Incorporated
QSI
$304M
| $43.6K | 0.02% |
30,950
+4,000
|
|
||
231
Honeywell
HON
$122B
| – | – |
-1,268
|
|
||
|
232
Lowe's Companies
LOW
$136B
| – | – |
-2,150
|
|
||
233
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.87B
| – | – |
-10,570
|
|
||
234
Accenture
ACN
$155B
| – | – |
-1,139
|
|
||
235
Amgen
AMGN
$186B
| – | – |
-848
|
|
||
|
ANSS
236
DELISTED
Ansys
ANSS
| – | – |
-998
|
|
||
237
Chipotle Mexican Grill
CMG
$45.6B
| – | – |
-4,984
|
|
||
238
Devon Energy
DVN
$23.2B
| – | – |
-7,800
|
|
||
239
Elevance Health
ELV
$75.2B
| – | – |
-1,053
|
|
||
|
RDFN
240
DELISTED
Redfin
RDFN
| – | – |
-48,100
|
|
||
241
Upstart Holdings
UPST
$4.37B
| – | – |
-4,170
|
|
||
242
Viking Therapeutics
VKTX
$4.16B
| – | – |
-9,545
|
|