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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

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
$142K 0.05%
12,462
+46
227
$134K 0.05%
67,900
+4,500
228
$129K 0.05%
14,403
229
$49.9K 0.02%
2,884
230
$43.6K 0.02%
30,950
+4,000
231
– –
-1,139
232
– –
-848
233
– –
-998
234
– –
-4,984
235
– –
-7,800
236
– –
-1,053
237
– –
-1,345
238
– –
-4,170
239
– –
-9,545
240
– –
-2,114
241
– –
-2,150
242
– –
-48,100
6 7 8 9
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