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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$705K 0.25%
6,949
+45
77
$701K 0.25%
9,730
-25
78
$696K 0.25%
1,045
-15
79
$694K 0.25%
7,800
+75
80
$668K 0.24%
1,786
+1
81
$656K 0.23%
5,725
+421
82
$651K 0.23%
3,825
83
$632K 0.22%
1,324
-16
84
$621K 0.22%
1,761
85
$618K 0.22%
1,877
-243
86
$615K 0.22%
3,346
87
$615K 0.22%
+2,848
88
$609K 0.22%
4,180
89
$608K 0.22%
14,560
90
$591K 0.21%
1,890
91
$576K 0.2%
2,219
+8
92
$559K 0.2%
5,914
-2,800
93
$558K 0.2%
+17,702
94
$541K 0.19%
10,763
+1,506
95
$536K 0.19%
2,840
96
$534K 0.19%
9,590
+684
97
$528K 0.19%
8,338
+47
98
$525K 0.19%
1,064
+167
99
$522K 0.19%
67,525
+9,075
100
$520K 0.18%
+72,070
2 3
4
5 6