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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.29%
7,300
+329
77
$493K 0.29%
1,805
+196
78
$489K 0.29%
19,895
-8,490
79
$478K 0.28%
2,358
+301
80
$475K 0.28%
7,488
+8
81
$474K 0.28%
2,330
+148
82
$461K 0.27%
6,167
+26
83
$452K 0.26%
1,213
+19
84
$441K 0.26%
7,694
-865
85
$435K 0.25%
2,185
+70
86
$431K 0.25%
5,859
+7
87
$416K 0.24%
11,704
+129
88
$414K 0.24%
4,026
+1,085
89
$410K 0.24%
4,285
+441
90
$407K 0.24%
6,161
+480
91
$403K 0.24%
3,765
92
$402K 0.23%
786
+66
93
$394K 0.23%
1,636
+22
94
$390K 0.23%
1,877
+1
95
$390K 0.23%
6,464
-499
96
$387K 0.23%
7,755
97
$385K 0.23%
1,540
+10
98
$373K 0.22%
5,344
+358
99
$372K 0.22%
3,325
+230
100
$369K 0.22%
7,457
-3,058
2 3
4
5 6