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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.21%
5,956
102
$365K 0.21%
1,378
+18
103
$362K 0.21%
745
+110
104
$355K 0.21%
1,973
105
$354K 0.21%
3,018
+220
106
$352K 0.21%
33,304
-6,500
107
$351K 0.2%
5,788
+787
108
$349K 0.2%
10,360
109
$344K 0.2%
5,430
+935
110
$344K 0.2%
3,865
111
$340K 0.2%
4,198
+55
112
$339K 0.2%
8,972
-2
113
$338K 0.2%
1,156
+208
114
$336K 0.2%
5,597
115
$325K 0.19%
5,802
+149
116
$322K 0.19%
6,550
117
$321K 0.19%
1,897
+73
118
$320K 0.19%
24,775
-610
119
$319K 0.19%
2,885
+475
120
$318K 0.19%
7,569
-5,307
121
$307K 0.18%
607
122
$305K 0.18%
99
+8
123
$305K 0.18%
4,233
+33
124
$303K 0.18%
6,195
+575
125
$297K 0.17%
998
3 4
5
6 7