WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
1-Year Return
27.89%
This Quarter Return
+4.67%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$213M
AUM Growth
+$0
(0%)
Cap. Flow
-$81.9M
Cap. Flow
% of AUM
-38.39%
Top 10 Holdings %
Top 10 Hldgs %
37.93%
Holding
204
New
–
Increased
–
Reduced
4
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
NVIDIA
NVDA
|
$63.4M |
| 2 |
Chipotle Mexican Grill
CMG
|
$18.3M |
| 3 |
GE Aerospace
GE
|
$187K |
| 4 |
Southern Copper
SCCO
|
$2.18K |
Sector Composition
| 1 | Technology | 22.38% |
| 2 | Communication Services | 6.46% |
| 3 | Healthcare | 6.28% |
| 4 | Energy | 5.3% |
| 5 | Financials | 4.39% |
