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
101
$454K 0.19%
9,020
+12
102
$445K 0.19%
2,840
103
$443K 0.19%
849
-137
104
$435K 0.19%
8,707
+2
105
$430K 0.18%
1,795
-10
106
$427K 0.18%
1,519
107
$426K 0.18%
1,896
-49
108
$418K 0.18%
5,467
109
$413K 0.18%
2,272
-276
110
$413K 0.18%
1,844
111
$411K 0.18%
5,956
112
$404K 0.17%
4,650
-383
113
$401K 0.17%
1,950
114
$394K 0.17%
6,975
-432
115
$394K 0.17%
5,624
+4
116
$389K 0.17%
5,952
-121
117
$389K 0.17%
1,053
-334
118
$388K 0.17%
3,427
+1
119
$384K 0.16%
5,472
+665
120
$384K 0.16%
5,352
121
$381K 0.16%
3,157
-1,603
122
$378K 0.16%
31,095
123
$373K 0.16%
4,350
124
$370K 0.16%
5,944
-34
125
$370K 0.16%
2,650
3 4
5
6 7