WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
1-Year Return
27.89%
This Quarter Return
-0.51%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$233M
AUM Growth
-$683K
(-0.29%)
Cap. Flow
+$4.15M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
35.54%
Holding
225
New
15
Increased
83
Reduced
67
Closed
13
Top Buys
| 1 |
Franklin Senior Loan ETF
FLBL
|
$1.15M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$744K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$530K |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$432K |
| 5 |
Powell Industries
POWL
|
$420K |
Top Sells
| 1 |
Linde
LIN
|
$492K |
| 2 |
Advanced Micro Devices
AMD
|
$381K |
| 3 |
Marathon Petroleum
MPC
|
$370K |
| 4 |
Qualcomm
QCOM
|
$332K |
| 5 |
Veeva Systems
VEEV
|
$315K |
Sector Composition
| 1 | Technology | 19.64% |
| 2 | Communication Services | 6.53% |
| 3 | Healthcare | 6.06% |
| 4 | Energy | 5.37% |
| 5 | Financials | 4.96% |
