WMA

Wealth Management Associates Portfolio holdings

AUM $282M
1-Year Est. Return 31.68%
This Quarter Est. Return
1 Year Est. Return
+31.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$469K
3
+$453K
4
IBM icon
IBM
IBM
+$442K
5
GLD icon
SPDR Gold Trust
GLD
+$437K

Top Sells

1
+$1.09M
2
+$883K
3
+$471K
4
FSLY icon
Fastly Inc
FSLY
+$423K
5
BABA icon
Alibaba
BABA
+$407K

Sector Composition

1 Technology 19.16%
2 Communication Services 10.05%
3 Healthcare 9.2%
4 Consumer Discretionary 5.1%
5 Financials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.86%
8,906
-308
27
$1.11M 0.86%
9,573
+3,798
28
$1.03M 0.8%
5,151
29
$998K 0.77%
7,181
-35
30
$971K 0.75%
1,979
31
$938K 0.72%
3,732
-577
32
$927K 0.72%
11,716
+896
33
$923K 0.71%
68,200
-7,640
34
$841K 0.65%
2,696
-10
35
$818K 0.63%
8,028
+142
36
$811K 0.63%
3,697
-204
37
$796K 0.62%
23,191
-475
38
$791K 0.61%
2,849
+10
39
$778K 0.6%
15,960
-588
40
$777K 0.6%
32,267
+2,971
41
$771K 0.6%
12,852
-274
42
$768K 0.59%
12,058
-214
43
$721K 0.56%
7,486
-3,293
44
$720K 0.56%
13,911
+892
45
$711K 0.55%
15,362
+3,962
46
$699K 0.54%
2,669
-405
47
$683K 0.53%
2,322
-1,384
48
$669K 0.52%
1,979
+1
49
$654K 0.51%
1,834
-425
50
$611K 0.47%
3,879
-522
1
2
3 4 5