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
126
$297K 0.17%
3,420
127
$296K 0.17%
4,567
+546
128
$294K 0.17%
3,175
+94
129
$294K 0.17%
10,575
+1,600
130
$293K 0.17%
+18,315
131
$290K 0.17%
1,656
+159
132
$290K 0.17%
1,858
-52
133
$289K 0.17%
2,283
+67
134
$289K 0.17%
6,113
+9
135
$288K 0.17%
2,978
+51
136
$288K 0.17%
4,900
+5
137
$285K 0.17%
667
138
$283K 0.17%
3,679
+535
139
$280K 0.16%
798
+50
140
$277K 0.16%
1,483
+143
141
$275K 0.16%
+4,815
142
$263K 0.15%
1,585
+2
143
$260K 0.15%
7,100
+2,100
144
$260K 0.15%
11,684
+2,295
145
$258K 0.15%
25,473
146
$254K 0.15%
6,485
+618
147
$252K 0.15%
4,222
148
$252K 0.15%
1,180
+40
149
$246K 0.14%
1,293
+96
150
$245K 0.14%
1,000
4 5
6
7 8