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
$100M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$654K
3
+$507K
4
T icon
AT&T
T
+$362K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$338K

Top Sells

1
+$1.05M
2
+$545K
3
+$395K
4
O icon
Realty Income
O
+$322K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$313K

Sector Composition

1 Technology 8.03%
2 Communication Services 7.85%
3 Energy 4.73%
4 Healthcare 4.48%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,563
102
– –
-4,512
103
– –
-7,269
1 2 3 4
5