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
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$63.4M
2 +$18.3M
3 +$187K
4
SCCO icon
Southern Copper
SCCO
+$2.18K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$955K 0.45%
24,376
52
$949K 0.45%
3,617
53
$892K 0.42%
20,115
54
$891K 0.42%
5,152
55
$874K 0.41%
1,982
56
$851K 0.4%
2,473
57
$826K 0.39%
1,388
58
$805K 0.38%
13,511
59
$788K 0.37%
17,928
60
$752K 0.35%
885
61
$752K 0.35%
1,387
62
$748K 0.35%
6,543
63
$742K 0.35%
1,540
64
$739K 0.35%
4,651
-1,177
65
$689K 0.32%
3,541
66
$680K 0.32%
49,610
67
$660K 0.31%
11,455
68
$643K 0.3%
6,412
69
$629K 0.29%
7,478
70
$609K 0.29%
1,218
71
$606K 0.28%
99,044
72
$589K 0.28%
1,262
73
$586K 0.28%
7,511
74
$582K 0.27%
14,015
75
$571K 0.27%
2,147