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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.96%
26,577
+85
27
$2.14M 0.91%
107,724
+13,950
28
$2.01M 0.86%
3,240
-46
29
$1.96M 0.84%
8,185
-43
30
$1.93M 0.82%
10,116
-49
31
$1.85M 0.79%
46,234
-284
32
$1.8M 0.77%
3,522
-39
33
$1.7M 0.73%
22,408
+351
34
$1.57M 0.67%
78,153
-135
35
$1.55M 0.66%
9,236
36
$1.53M 0.65%
34,711
-986
37
$1.5M 0.64%
4,372
+35
38
$1.47M 0.63%
10,168
-23
39
$1.39M 0.6%
26,262
+8,957
40
$1.33M 0.57%
11,314
-92
41
$1.32M 0.56%
14,587
-1,018
42
$1.32M 0.56%
49,667
+1,187
43
$1.25M 0.53%
7,013
+91
44
$1.14M 0.49%
7,856
-30
45
$1.13M 0.48%
11,404
-871
46
$1.12M 0.48%
9,519
-55
47
$1.11M 0.48%
5,062
-136
48
$1.11M 0.47%
12,464
+11
49
$1.08M 0.46%
2,049
50
$1.07M 0.46%
3,705
+72
1
2
3 4 5