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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.86%
11,570
+385
27
$1.4M 0.82%
11,694
+449
28
$1.36M 0.79%
41,027
+459
29
$1.35M 0.79%
9,319
+498
30
$1.33M 0.78%
3,202
+171
31
$1.31M 0.77%
9,954
+40
32
$1.29M 0.76%
12,571
+77
33
$1.22M 0.71%
23,493
-46
34
$1.16M 0.68%
26,231
+347
35
$1.16M 0.68%
7,938
+121
36
$1.14M 0.67%
7,640
-421
37
$1.12M 0.66%
78,520
-1,575
38
$1.1M 0.64%
13,250
+180
39
$1.03M 0.6%
19,275
+198
40
$985K 0.58%
35,960
+471
41
$978K 0.57%
4,913
+110
42
$937K 0.55%
3,555
+33
43
$891K 0.52%
2,488
+42
44
$888K 0.52%
6,327
-385
45
$882K 0.52%
12,188
+650
46
$869K 0.51%
3,777
+84
47
$867K 0.51%
20,794
+10,458
48
$855K 0.5%
20,157
+334
49
$838K 0.49%
1,633
+131
50
$834K 0.49%
1,635
+117
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