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
$74.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.98M
3
+$3.42M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.18M
5
T icon
AT&T
T
+$2.75M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 8.12%
2 Technology 7.44%
3 Energy 4.31%
4 Healthcare 4.06%
5 Utilities 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.51%
+7,546
52
$370K 0.5%
+15,011
53
$355K 0.48%
+7,180
54
$337K 0.45%
+5,684
55
$330K 0.44%
+25,930
56
$311K 0.42%
+1,808
57
$304K 0.41%
+1,710
58
$296K 0.4%
+12,446
59
$293K 0.39%
+5,588
60
$276K 0.37%
+4,512
61
$273K 0.37%
+3,748
62
$267K 0.36%
+8,595
63
$266K 0.36%
+6,933
64
$263K 0.35%
+5,516
65
$263K 0.35%
+1,000
66
$262K 0.35%
+2,066
67
$258K 0.35%
+7,760
68
$256K 0.34%
+7,949
69
$251K 0.34%
+7,313
70
$249K 0.34%
+2,275
71
$239K 0.32%
+2,448
72
$238K 0.32%
+3,439
73
$237K 0.32%
+6,950
74
$230K 0.31%
+4,920
75
$229K 0.31%
+5,240
1 2
3
4