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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.44%
26,816
+727
52
$973K 0.43%
2,403
-70
53
$959K 0.42%
20,645
+530
54
$943K 0.41%
5,548
+307
55
$939K 0.41%
48,940
-670
56
$913K 0.4%
18,368
+440
57
$902K 0.4%
4,785
+134
58
$901K 0.4%
1,741
59
$868K 0.38%
3,155
-462
60
$810K 0.36%
13,521
+10
61
$781K 0.34%
4,760
+1,300
62
$774K 0.34%
6,712
+300
63
$734K 0.32%
1,256
+199
64
$732K 0.32%
11,684
+229
65
$732K 0.32%
1,252
-10
66
$724K 0.32%
3,503
-38
67
$721K 0.32%
1,387
68
$709K 0.31%
799
-86
69
$703K 0.31%
1,388
70
$656K 0.29%
6,236
-307
71
$635K 0.28%
99,044
72
$633K 0.28%
6,089
+132
73
$627K 0.28%
1,188
-30
74
$626K 0.28%
7,518
+7
75
$625K 0.27%
+17,305
1 2
3
4 5