WMA
Wealth Management Associates Portfolio holdings
AUM
$290M
1-Year Est. Return
30.27%
This Fund
S&P 500
1 Year Est. Return
+30.27%
AUM
$290M
AUM Growth
+$2.12M
(+0.74%)
Holding
257
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.36M | |
| 3 | +$1.31M | |
| 4 |
APA Corp
APA
|
+$1.22M |
| 5 |
Phillips 66
PSX
|
+$1.15M |
Top Sells
| 1 | +$951K | |
| 2 | +$791K | |
| 3 | +$739K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$575K |
| 5 |
IBM
IBM
|
+$550K |
Sector Composition
| 1 | Technology | 19.23% |
| 2 | Energy | 6.86% |
| 3 | Healthcare | 5.28% |
| 4 | Communication Services | 5.17% |
| 5 | Financials | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Oracle
ORCL
$662B
| – | – |
-1,738
|
|
||
252
O'Reilly Automotive
ORLY
$72.4B
| – | – |
-4,110
|
|
||
253
First Trust Cloud Computing ETF
SKYY
$3.12B
| – | – |
-1,540
|
|
||
254
Teladoc Health
TDOC
$1.28B
| – | – |
-30,575
|
|
||
255
Trade Desk
TTD
$9.67B
| – | – |
-5,581
|
|
||
|
ETHA
256
iShares Ethereum Trust ETF
ETHA
$5.36B
| – | – |
-17,702
|
|
||
|
IVES
257
Dan IVES Wedbush AI Revolution ETF
IVES
$1.2B
| – | – |
-7,150
|
|