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
$213M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$14.9M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$624K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$617K

Top Sells

1
+$1.38M
2
+$599K
3
+$540K
4
AAPL icon
Apple
AAPL
+$508K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$421K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.9%
10,445
+266
27
$1.82M 0.86%
11,360
-690
28
$1.71M 0.8%
3,562
+1,079
29
$1.7M 0.8%
8,407
-219
30
$1.64M 0.77%
4,287
-271
31
$1.55M 0.73%
9,427
-227
32
$1.53M 0.72%
12,347
+2
33
$1.52M 0.71%
21,713
-1,207
34
$1.47M 0.69%
10,074
-486
35
$1.47M 0.69%
4,999
+141
36
$1.42M 0.67%
78,628
+422
37
$1.35M 0.63%
33,844
-1,922
38
$1.34M 0.63%
52,870
+29,280
39
$1.33M 0.63%
47,637
+3,822
40
$1.19M 0.56%
7,600
-1,107
41
$1.19M 0.56%
6,917
-353
42
$1.12M 0.52%
16,487
-1,123
43
$1.08M 0.51%
11,048
+3,394
44
$1.04M 0.49%
5,241
+140
45
$1.04M 0.49%
12,378
+190
46
$976K 0.46%
12,980
-204
47
$967K 0.45%
1,741
+190
48
$956K 0.45%
26,089
+18,314
49
$956K 0.45%
9,574
-95
50
$955K 0.45%
3,746
+179
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