WMA

Wealth Management Associates Portfolio holdings

AUM $288M
1-Year Est. Return 26.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$14.9M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$624K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$617K

Top Sells

1
+$1.38M
2
+$599K
3
+$540K
4
AAPL icon
Apple
AAPL
+$508K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$421K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.13%
4,072
-150
152
$278K 0.13%
1,592
+5
153
$276K 0.13%
2,193
-98
154
$275K 0.13%
+6,211
155
$274K 0.13%
3,689
+10
156
$273K 0.13%
3,253
157
$271K 0.13%
1,187
-444
158
$268K 0.13%
1,376
+5
159
$264K 0.12%
1,237
-62
160
$263K 0.12%
21,774
+7,560
161
$263K 0.12%
1,497
+12
162
$261K 0.12%
5,189
+955
163
$252K 0.12%
306
-53
164
$252K 0.12%
7,272
-300
165
$250K 0.12%
823
-42
166
$249K 0.12%
2,340
-440
167
$249K 0.12%
+426
168
$246K 0.12%
2,173
+64
169
$242K 0.11%
+1,076
170
$239K 0.11%
+8,257
171
$239K 0.11%
+1,304
172
$234K 0.11%
2,030
-560
173
$232K 0.11%
1,099
-82
174
$228K 0.11%
1,817
175
$224K 0.11%
27,477
-2,066
5 6
7
8 9