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
101
$452K 0.2%
5,352
102
$452K 0.2%
9,008
+3,819
103
$452K 0.2%
3,348
104
$450K 0.2%
4,075
+965
105
$449K 0.2%
+4,350
106
$445K 0.2%
+2,483
107
$442K 0.19%
6,073
+282
108
$442K 0.19%
5,033
-2,445
109
$441K 0.19%
8,705
+1
110
$438K 0.19%
1,945
+176
111
$437K 0.19%
93,774
-5,000
112
$436K 0.19%
4,785
-150
113
$435K 0.19%
2,548
+110
114
$432K 0.19%
2,650
+455
115
$431K 0.19%
7,527
+2
116
$430K 0.19%
5,978
+173
117
$428K 0.19%
7,407
+3
118
$427K 0.19%
5,467
-964
119
$416K 0.18%
1,519
+1
120
$415K 0.18%
2,665
121
$415K 0.18%
2,052
+272
122
$414K 0.18%
2,840
123
$405K 0.18%
31,095
+1,883
124
$403K 0.18%
5,620
+704
125
$403K 0.18%
5,548
-54
3 4
5
6 7