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
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$63.4M
2
+$18.3M
3
+$187K
4
SCCO icon
Southern Copper
SCCO
+$2.16K

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
152
$278K 0.13%
1,592
153
$276K 0.13%
2,193
154
$275K 0.13%
6,211
155
$274K 0.13%
3,689
156
$273K 0.13%
3,253
157
$271K 0.13%
1,187
158
$268K 0.13%
1,376
159
$264K 0.12%
1,237
160
$263K 0.12%
21,774
161
$263K 0.12%
1,497
162
$261K 0.12%
5,189
163
$252K 0.12%
306
164
$252K 0.12%
7,272
165
$250K 0.12%
823
166
$249K 0.12%
2,340
167
$249K 0.12%
426
168
$246K 0.12%
2,173
169
$242K 0.11%
1,076
170
$239K 0.11%
8,257
171
$239K 0.11%
1,304
172
$234K 0.11%
2,030
173
$232K 0.11%
1,099
174
$228K 0.11%
1,817
175
$224K 0.11%
27,477
5 6
7
8 9