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
$129M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$469K
3
+$453K
4
IBM icon
IBM
IBM
+$442K
5
GLD icon
SPDR Gold Trust
GLD
+$437K

Top Sells

1
+$1.09M
2
+$883K
3
+$471K
4
FSLY icon
Fastly Inc
FSLY
+$423K
5
BABA icon
Alibaba
BABA
+$407K

Sector Composition

1 Technology 19.16%
2 Communication Services 10.05%
3 Healthcare 9.2%
4 Consumer Discretionary 5.1%
5 Financials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.31%
1,115
+186
77
$393K 0.3%
3,809
-100
78
$384K 0.3%
7,410
-950
79
$381K 0.29%
10,463
80
$381K 0.29%
7,109
-691
81
$378K 0.29%
6,077
+1,548
82
$375K 0.29%
6,888
83
$375K 0.29%
219
+33
84
$370K 0.29%
10,272
+1,827
85
$370K 0.29%
9,286
-37
86
$368K 0.28%
1,711
-50
87
$365K 0.28%
929
-120
88
$365K 0.28%
1,313
-130
89
$363K 0.28%
3,743
90
$361K 0.28%
2,413
91
$357K 0.28%
7,203
-143
92
$351K 0.27%
9,480
-275
93
$345K 0.27%
+6,684
94
$341K 0.26%
13,565
-725
95
$341K 0.26%
1,430
96
$336K 0.26%
1,029
+230
97
$331K 0.26%
5,950
98
$330K 0.26%
1,754
99
$328K 0.25%
2,870
+590
100
$322K 0.25%
7,630
+1,660
2 3
4
5 6