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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
101
$514K 0.18%
5,423
+500
102
$512K 0.18%
112,820
+7,900
103
$508K 0.18%
7,531
+1
104
$507K 0.18%
1,727
-84
105
$507K 0.18%
1,139
-266
106
$503K 0.18%
3,758
+1
107
$499K 0.18%
2,113
108
$498K 0.18%
7,636
-25
109
$482K 0.17%
3,198
+806
110
$476K 0.17%
2,585
-15
111
$469K 0.17%
2,820
-3
112
$469K 0.17%
2,321
+383
113
$467K 0.17%
636
+46
114
$462K 0.16%
8,900
+400
115
$462K 0.16%
2,270
116
$461K 0.16%
6,100
+1,750
117
$451K 0.16%
5,460
118
$450K 0.16%
5,467
119
$450K 0.16%
1,304
+573
120
$446K 0.16%
1,808
121
$443K 0.16%
4,110
122
$442K 0.16%
5,857
123
$440K 0.16%
6,190
124
$436K 0.15%
2,601
125
$427K 0.15%
2,720
-1,280
3 4
5
6 7