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
$176M
AUM Growth
-$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$490K
3
+$455K
4
QCOM icon
Qualcomm
QCOM
+$428K
5
CROX icon
Crocs
CROX
+$411K

Top Sells

1
+$782K
2
+$623K
3
+$601K
4
DOCU icon
DocuSign
DOCU
+$566K
5
ADM icon
Archer Daniels Midland
ADM
+$516K

Sector Composition

1 Technology 20.02%
2 Healthcare 8.97%
3 Communication Services 7.79%
4 Energy 5.02%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.16%
1,697
152
$275K 0.16%
1,489
-141
153
$273K 0.16%
2,448
+196
154
$272K 0.15%
1,817
155
$269K 0.15%
1,627
156
$266K 0.15%
2,024
157
$266K 0.15%
+640
158
$265K 0.15%
4,871
+47
159
$258K 0.15%
+2,490
160
$254K 0.14%
381
-24
161
$253K 0.14%
3,866
+60
162
$252K 0.14%
3,450
+5
163
$252K 0.14%
577
164
$249K 0.14%
3,188
165
$248K 0.14%
2,250
166
$248K 0.14%
4,347
-248
167
$247K 0.14%
2,628
+1
168
$247K 0.14%
4,722
+28
169
$244K 0.14%
1,272
-75
170
$243K 0.14%
3,127
+151
171
$239K 0.14%
3,452
+95
172
$236K 0.13%
3,250
173
$233K 0.13%
3,517
-2,535
174
$233K 0.13%
9,426
-1,420
175
$232K 0.13%
1,462
5 6
7
8 9