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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$244K 0.14%
5,077
-1,400
152
$243K 0.14%
1,567
153
$243K 0.14%
2,200
154
$241K 0.14%
2,725
+285
155
$241K 0.14%
784
+80
156
$240K 0.14%
+3,253
157
$238K 0.14%
4,734
158
$237K 0.14%
2,730
159
$232K 0.14%
3,084
160
$229K 0.13%
18,426
-95
161
$225K 0.13%
1,369
+2
162
$225K 0.13%
29,543
-693
163
$225K 0.13%
3,869
+53
164
$224K 0.13%
2,054
-234
165
$221K 0.13%
1,485
166
$219K 0.13%
1,938
167
$218K 0.13%
7,243
-375
168
$217K 0.13%
+10,150
169
$217K 0.13%
2,767
+19
170
$213K 0.12%
+34,050
171
$213K 0.12%
1,398
+34
172
$213K 0.12%
2,000
173
$208K 0.12%
+3,783
174
$207K 0.12%
+476
175
$206K 0.12%
+535
4 5 6
7
8