WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
1-Year Return
27.89%
This Quarter Return
-3.47%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$171M
AUM Growth
-$5.4M
(-3.1%)
Cap. Flow
+$2.01M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
200
New
9
Increased
109
Reduced
38
Closed
10
Top Buys
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$436K |
| 2 |
GE Aerospace
GE
|
$353K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$343K |
| 4 |
Palantir
PLTR
|
$293K |
| 5 |
Celsius Holdings
CELH
|
$275K |
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$321K |
| 2 |
UnitedHealth
UNH
|
$298K |
| 3 |
SPDR Portfolio Corporate Bond ETF
SPBO
|
$289K |
| 4 |
Insulet
PODD
|
$260K |
| 5 |
Verizon
VZ
|
$240K |
Sector Composition
| 1 | Technology | 19.65% |
| 2 | Healthcare | 8.13% |
| 3 | Energy | 6.57% |
| 4 | Communication Services | 6.14% |
| 5 | Financials | 4.43% |
