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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.99%
35,569
+1,878
27
$2.74M 0.97%
8,697
-40
28
$2.52M 0.89%
10,339
+13
29
$2.41M 0.85%
25,808
-40
30
$2.37M 0.84%
80,050
-541
31
$2.37M 0.84%
36,467
+4,260
32
$2.33M 0.83%
4,747
-20
33
$2.17M 0.77%
94,660
+100
34
$2.14M 0.76%
25,696
+11
35
$2.12M 0.75%
3,537
+86
36
$2.05M 0.73%
23,056
+1,241
37
$1.91M 0.68%
43,419
+691
38
$1.89M 0.67%
10,215
+240
39
$1.77M 0.63%
109,845
-1,775
40
$1.76M 0.63%
34,178
-392
41
$1.63M 0.58%
83,992
+35,732
42
$1.58M 0.56%
5,261
-530
43
$1.57M 0.56%
5,549
+450
44
$1.5M 0.53%
6,496
+5
45
$1.38M 0.49%
8,982
-200
46
$1.38M 0.49%
11,383
-94
47
$1.35M 0.48%
52,907
-2,926
48
$1.3M 0.46%
17,868
+10
49
$1.28M 0.45%
9,716
-28
50
$1.25M 0.44%
12,154
-1,725
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