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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.16%
7,450
+1,450
127
$369K 0.16%
46,900
-300
128
$368K 0.16%
912
-137
129
$362K 0.15%
799
+1
130
$361K 0.15%
5,452
-96
131
$360K 0.15%
2,665
132
$356K 0.15%
567
133
$356K 0.15%
11,355
134
$355K 0.15%
1,993
+27
135
$352K 0.15%
954
136
$348K 0.15%
4,650
-1,795
137
$345K 0.15%
981
+120
138
$337K 0.14%
6,607
-249
139
$337K 0.14%
998
140
$336K 0.14%
574
+31
141
$334K 0.14%
1,000
142
$333K 0.14%
67
-17
143
$331K 0.14%
1,006
-137
144
$324K 0.14%
6,659
+9
145
$322K 0.14%
6,268
+25
146
$317K 0.14%
1,476
-118
147
$315K 0.13%
5,920
+32
148
$315K 0.13%
1,499
149
$312K 0.13%
4,645
150
$307K 0.13%
1,568
+1
4 5
6
7 8