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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$397K 0.17%
5,956
127
$391K 0.17%
3,426
+163
128
$388K 0.17%
+7,335
129
$373K 0.16%
5,888
-808
130
$371K 0.16%
954
-275
131
$370K 0.16%
+3,718
132
$367K 0.16%
798
133
$354K 0.16%
84
+4
134
$353K 0.16%
1,966
-40
135
$352K 0.15%
567
136
$351K 0.15%
6,856
+6
137
$350K 0.15%
1,950
+12
138
$331K 0.15%
11,355
+3,098
139
$329K 0.14%
6,650
+511
140
$327K 0.14%
1,000
141
$326K 0.14%
2,388
+779
142
$321K 0.14%
1,379
+3
143
$318K 0.14%
998
144
$318K 0.14%
+14,185
145
$317K 0.14%
1,865
+2
146
$315K 0.14%
1,499
+195
147
$314K 0.14%
6,243
+32
148
$312K 0.14%
6,370
-775
149
$311K 0.14%
543
-44
150
$311K 0.14%
4,645
4 5
6
7 8