WMA

Wealth Management Associates Portfolio holdings

AUM $288M
1-Year Est. Return 26.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$931K
3 +$474K
4
ORCL icon
Oracle
ORCL
+$414K
5
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$396K

Top Sells

1 +$1.55M
2 +$778K
3 +$701K
4
PGR icon
Progressive
PGR
+$446K
5
PYPL icon
PayPal
PYPL
+$398K

Sector Composition

1 Technology 22.04%
2 Healthcare 5.77%
3 Financials 5.21%
4 Communication Services 5.18%
5 Energy 4.12%