WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
This Quarter Return
-5.74%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$142M
AUM Growth
-$4.63M
(-3.2%)
Cap. Flow
+$5.28M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
33.66%
Holding
188
New
13
Increased
88
Reduced
33
Closed
14
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.14M |
| 2 |
LINKBANCORP
LNKB
|
$743K |
| 3 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$616K |
| 4 |
Marathon Petroleum
MPC
|
$515K |
| 5 |
Humana
HUM
|
$408K |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$449K |
| 2 |
Enphase Energy
ENPH
|
$353K |
| 3 |
Advanced Micro Devices
AMD
|
$343K |
| 4 |
Invesco
IVZ
|
$324K |
| 5 |
GSK
GSK
|
$265K |
Sector Composition
| 1 | Technology | 18.12% |
| 2 | Healthcare | 10.51% |
| 3 | Communication Services | 6.89% |
| 4 | Energy | 6.87% |
| 5 | Financials | 4.69% |
