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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$424K 0.15%
5,766
-9
127
$424K 0.15%
2,233
+20
128
$420K 0.15%
5,014
-518
129
$418K 0.15%
5,228
-233
130
$416K 0.15%
2,138
-7
131
$412K 0.15%
6,230
+690
132
$411K 0.15%
176
133
$407K 0.14%
1,726
134
$406K 0.14%
4,525
+1,245
135
$400K 0.14%
796
-2
136
$398K 0.14%
5,932
+12
137
$398K 0.14%
539
138
$396K 0.14%
3,044
+611
139
$392K 0.14%
5,869
-73
140
$390K 0.14%
571
141
$383K 0.14%
1,775
142
$381K 0.14%
5,751
+380
143
$380K 0.13%
850
+2
144
$379K 0.13%
1,000
145
$378K 0.13%
896
-56
146
$373K 0.13%
5,110
+25
147
$372K 0.13%
7,450
148
$370K 0.13%
7,075
+6
149
$369K 0.13%
4,858
+906
150
$351K 0.12%
28,273
4 5
6
7 8