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
$162M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$524K
3
+$480K
4
FDX icon
FedEx
FDX
+$356K
5
MSFT icon
Microsoft
MSFT
+$335K

Top Sells

1
+$515K
2
+$316K
3
+$287K
4
AAPL icon
Apple
AAPL
+$259K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$251K

Sector Composition

1 Technology 19.14%
2 Healthcare 9.14%
3 Communication Services 6.94%
4 Energy 6.89%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.31%
1,004
77
$495K 0.31%
5,912
+83
78
$493K 0.3%
2,974
-169
79
$490K 0.3%
7,223
80
$487K 0.3%
12,910
81
$480K 0.3%
3,916
-39
82
$466K 0.29%
39,804
83
$459K 0.28%
2,115
84
$457K 0.28%
7,495
-75
85
$453K 0.28%
7,272
+308
86
$449K 0.28%
2,229
+35
87
$437K 0.27%
1,229
88
$435K 0.27%
2,366
-174
89
$430K 0.27%
7,186
+25
90
$426K 0.26%
8,516
+28
91
$414K 0.26%
12,686
-2,589
92
$412K 0.25%
5,341
93
$408K 0.25%
4,165
94
$394K 0.24%
7,870
95
$394K 0.24%
2,920
96
$384K 0.24%
9,168
-855
97
$381K 0.24%
1,965
-100
98
$368K 0.23%
1,608
+45
99
$367K 0.23%
1,836
+1
100
$364K 0.22%
1,636
2 3
4
5 6