WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
This Quarter Return
+7.21%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+12%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
211
New
25
Increased
87
Reduced
48
Closed
14
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.04M |
| 2 |
iShares Gold Trust
IAU
|
$550K |
| 3 |
ANSS
Ansys
ANSS
|
$531K |
| 4 |
SBA Communications
SBAC
|
$425K |
| 5 |
B
Barrick Mining Corporation
B
|
$330K |
Sector Composition
| 1 | Technology | 19% |
| 2 | Communication Services | 8.93% |
| 3 | Healthcare | 8.92% |
| 4 | Financials | 5.38% |
| 5 | Consumer Discretionary | 4.22% |
