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
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$63.4M
2
+$18.3M
3
+$187K
4
SCCO icon
Southern Copper
SCCO
+$2.16K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.16%
10,990
127
$339K 0.16%
12,500
128
$339K 0.16%
3,263
129
$328K 0.15%
1,656
130
$325K 0.15%
798
131
$323K 0.15%
7,145
132
$321K 0.15%
4,645
133
$321K 0.15%
998
134
$320K 0.15%
6,850
135
$319K 0.15%
4,916
136
$317K 0.15%
80
137
$315K 0.15%
1,241
138
$309K 0.14%
1,000
139
$307K 0.14%
1,863
140
$306K 0.14%
3,110
141
$305K 0.14%
50,750
142
$297K 0.14%
6,000
143
$296K 0.14%
587
144
$295K 0.14%
6,139
145
$294K 0.14%
25,026
146
$293K 0.14%
4,155
147
$289K 0.14%
1,938
148
$288K 0.14%
11,380
149
$286K 0.13%
1,567
150
$286K 0.13%
4,807
4 5
6
7 8