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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$615K 0.27%
11,558
77
$612K 0.27%
6,001
+140
78
$606K 0.27%
2,147
79
$591K 0.26%
47,200
-3,550
80
$587K 0.26%
4,998
81
$586K 0.26%
2,379
82
$585K 0.26%
9,420
-455
83
$582K 0.26%
2,149
+261
84
$564K 0.25%
13,925
-90
85
$562K 0.25%
1,437
+1
86
$561K 0.25%
1,176
+7
87
$543K 0.24%
6,023
+1,256
88
$524K 0.23%
+6,445
89
$510K 0.22%
1,538
+1
90
$497K 0.22%
10,884
+200
91
$491K 0.22%
5,101
+305
92
$485K 0.21%
542
+27
93
$484K 0.21%
986
+56
94
$483K 0.21%
7,746
-10
95
$483K 0.21%
3,261
96
$479K 0.21%
1,844
97
$469K 0.21%
817
98
$464K 0.2%
+7,416
99
$463K 0.2%
1,672
-50
100
$458K 0.2%
1,805
+10
2 3
4
5 6