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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.44%
12,808
-3
52
$999K 0.43%
26,630
+2,284
53
$998K 0.43%
22,505
+1,860
54
$941K 0.4%
25,146
-1,670
55
$929K 0.4%
2,388
-15
56
$927K 0.4%
2,933
-222
57
$909K 0.39%
18,368
58
$879K 0.38%
14,707
+1,186
59
$833K 0.36%
5,424
-124
60
$830K 0.35%
9,230
-190
61
$792K 0.34%
4,747
-38
62
$774K 0.33%
1,741
63
$741K 0.32%
99,044
64
$732K 0.31%
799
65
$723K 0.31%
6,712
66
$705K 0.3%
1,395
+139
67
$701K 0.3%
11,429
-255
68
$695K 0.3%
6,287
+198
69
$684K 0.29%
11,558
70
$674K 0.29%
1,388
71
$661K 0.28%
1,227
+39
72
$657K 0.28%
3,503
73
$622K 0.27%
6,273
+37
74
$609K 0.26%
7,525
+7
75
$604K 0.26%
4,998
1 2
3
4 5