WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$636K
3
+$565K
4
MMM icon
3M
MMM
+$210K
5
NIQ
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
+$153K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$909K

Sector Composition

1 Technology 15.35%
2 Communication Services 10.09%
3 Healthcare 8.73%
4 Consumer Discretionary 4.3%
5 Financials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
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