WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$63.4M
2
+$18.3M
3
+$187K
4
SCCO icon
Southern Copper
SCCO
+$2.18K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.26%
5,957
77
$561K 0.26%
3,460
78
$550K 0.26%
4,998
79
$549K 0.26%
11,558
80
$538K 0.25%
2,379
81
$538K 0.25%
1,057
82
$528K 0.25%
9,875
83
$525K 0.25%
3,348
84
$515K 0.24%
5,861
85
$513K 0.24%
1,169
86
$484K 0.23%
8,480
87
$482K 0.23%
1,537
88
$478K 0.22%
1,436
89
$476K 0.22%
4,796
90
$459K 0.22%
6,431
91
$455K 0.21%
1,518
92
$455K 0.21%
6,040
93
$454K 0.21%
10,684
94
$454K 0.21%
7,756
95
$445K 0.21%
817
96
$441K 0.21%
5,956
97
$420K 0.2%
1,780
98
$420K 0.2%
3,261
99
$416K 0.2%
1,888
100
$414K 0.19%
930
2 3
4
5 6