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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$814K 0.48%
2,056
+1
52
$798K 0.47%
2,642
+118
53
$787K 0.46%
9,794
54
$775K 0.45%
13,166
-125
55
$769K 0.45%
1,526
-592
56
$765K 0.45%
12,881
+1,904
57
$764K 0.45%
19,798
+701
58
$761K 0.44%
4,546
+74
59
$741K 0.43%
13,780
+857
60
$729K 0.43%
1,783
+7
61
$678K 0.4%
99,044
62
$673K 0.39%
4,234
+176
63
$668K 0.39%
2,842
-15
64
$637K 0.37%
1,388
65
$620K 0.36%
7,029
+4,003
66
$617K 0.36%
17,630
+845
67
$602K 0.35%
7,705
68
$592K 0.35%
1,359
+15
69
$573K 0.33%
5,161
+355
70
$572K 0.33%
1,012
+51
71
$569K 0.33%
6,447
+25
72
$566K 0.33%
3,994
+226
73
$546K 0.32%
13,225
-25
74
$540K 0.32%
10,904
+2,370
75
$501K 0.29%
3,310
+390
1 2
3
4 5