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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.26%
6,237
+236
77
$589K 0.25%
10,884
78
$582K 0.25%
+76,210
79
$548K 0.23%
3,129
+646
80
$545K 0.23%
4,890
-211
81
$543K 0.23%
2,142
-5
82
$543K 0.23%
48,190
-750
83
$537K 0.23%
1,835
+163
84
$533K 0.23%
1,096
-156
85
$532K 0.23%
13,925
86
$530K 0.23%
2,149
87
$522K 0.22%
7,417
+1
88
$521K 0.22%
1,438
+1
89
$511K 0.22%
1,539
+1
90
$505K 0.22%
4,120
+772
91
$499K 0.21%
2,355
-355
92
$493K 0.21%
841
+24
93
$492K 0.21%
1,176
94
$482K 0.21%
4,075
95
$482K 0.21%
2,113
-266
96
$480K 0.21%
7,711
-35
97
$480K 0.21%
4,785
98
$464K 0.2%
2,601
-660
99
$460K 0.2%
7,528
+1
100
$455K 0.19%
5,523
-500
2 3
4
5 6