WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$63.4M
2 +$18.3M
3 +$187K
4
SCCO icon
Southern Copper
SCCO
+$2.18K

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
27
$1.82M 0.86%
11,360
28
$1.71M 0.8%
3,562
29
$1.7M 0.8%
8,407
30
$1.64M 0.77%
4,287
31
$1.55M 0.73%
9,427
32
$1.53M 0.72%
12,347
33
$1.52M 0.71%
21,713
34
$1.47M 0.69%
10,074
35
$1.47M 0.69%
4,999
36
$1.42M 0.67%
78,628
37
$1.35M 0.63%
33,844
38
$1.34M 0.63%
52,870
39
$1.33M 0.63%
47,637
40
$1.19M 0.56%
7,600
41
$1.19M 0.56%
6,917
42
$1.12M 0.52%
16,487
43
$1.08M 0.51%
11,048
44
$1.04M 0.49%
5,241
45
$1.04M 0.49%
12,378
46
$976K 0.46%
12,980
47
$967K 0.45%
1,741
48
$956K 0.45%
26,089
49
$956K 0.45%
9,574
50
$955K 0.45%
3,746