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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.86%
11,348
-12
27
$1.93M 0.85%
3,286
-88
28
$1.9M 0.84%
51,074
-1,796
29
$1.74M 0.76%
3,561
-1
30
$1.74M 0.76%
8,228
-179
31
$1.7M 0.75%
10,165
-280
32
$1.65M 0.73%
10,191
+117
33
$1.6M 0.7%
9,236
-191
34
$1.6M 0.7%
78,288
-340
35
$1.58M 0.69%
22,057
+344
36
$1.42M 0.62%
35,697
+1,853
37
$1.4M 0.62%
48,480
+843
38
$1.39M 0.61%
12,275
-72
39
$1.37M 0.6%
6,922
+5
40
$1.26M 0.55%
15,605
-882
41
$1.25M 0.55%
11,406
+358
42
$1.22M 0.53%
4,337
+50
43
$1.16M 0.51%
7,886
+286
44
$1.15M 0.51%
5,198
+46
45
$1.14M 0.5%
12,453
+75
46
$1.11M 0.49%
3,633
-113
47
$1.05M 0.46%
9,574
48
$1.02M 0.45%
24,346
-30
49
$1.02M 0.45%
12,811
-169
50
$1.01M 0.44%
2,049
+67
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2
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