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
$142M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$743K
3
+$616K
4
MPC icon
Marathon Petroleum
MPC
+$515K
5
HUM icon
Humana
HUM
+$408K

Top Sells

1
+$449K
2
+$353K
3
+$343K
4
IVZ icon
Invesco
IVZ
+$324K
5
GSK icon
GSK
GSK
+$265K

Sector Composition

1 Technology 18.12%
2 Healthcare 10.51%
3 Communication Services 6.89%
4 Energy 6.87%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$665K 0.47%
8,481
-219
52
$664K 0.47%
2,968
+20
53
$660K 0.46%
11,120
+1,033
54
$628K 0.44%
3,536
+225
55
$622K 0.44%
4,192
+555
56
$616K 0.43%
+14,557
57
$614K 0.43%
9,210
58
$612K 0.43%
1,295
+209
59
$602K 0.42%
2,253
+61
60
$597K 0.42%
6,418
61
$593K 0.42%
1,305
62
$588K 0.41%
2,115
63
$588K 0.41%
5,502
64
$543K 0.38%
17,222
65
$541K 0.38%
4,792
+104
66
$539K 0.38%
4,658
+2,396
67
$536K 0.38%
7,940
+2,149
68
$533K 0.38%
1,380
-10
69
$523K 0.37%
1,902
70
$523K 0.37%
13,958
+4,890
71
$520K 0.37%
7,361
+1,534
72
$516K 0.36%
1,871
-67
73
$515K 0.36%
+5,185
74
$504K 0.36%
39,402
75
$500K 0.35%
3,452
+81
1 2
3
4 5