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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.44%
13,147
+145
52
$1.22M 0.43%
7,880
+547
53
$1.17M 0.41%
2,050
+1
54
$1.16M 0.41%
25,216
+585
55
$1.16M 0.41%
12,548
-82
56
$1.11M 0.4%
3,262
-4
57
$1.03M 0.36%
42,695
58
$998K 0.35%
11,886
+622
59
$985K 0.35%
16,439
+1,402
60
$918K 0.33%
+20,059
61
$917K 0.33%
7,244
+293
62
$910K 0.32%
2,246
-121
63
$896K 0.32%
2,950
-680
64
$859K 0.3%
7,747
+478
65
$843K 0.3%
1,377
+245
66
$831K 0.3%
26,461
-287
67
$797K 0.28%
11,710
+174
68
$797K 0.28%
1,295
+45
69
$785K 0.28%
17,616
+551
70
$758K 0.27%
17,886
+7,761
71
$744K 0.26%
6,013
-499
72
$733K 0.26%
10,715
-673
73
$732K 0.26%
5,063
74
$724K 0.26%
782
-12
75
$706K 0.25%
99,044
1 2
3
4 5