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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$310K 0.14%
1,567
152
$310K 0.14%
25,026
153
$306K 0.13%
4,022
-50
154
$305K 0.13%
9,211
+1,954
155
$304K 0.13%
861
+38
156
$300K 0.13%
6,000
157
$295K 0.13%
3,253
158
$295K 0.13%
7,272
159
$291K 0.13%
5,058
-892
160
$291K 0.13%
1,143
-74
161
$287K 0.13%
1,594
+2
162
$286K 0.13%
1,497
163
$283K 0.12%
3,902
+692
164
$274K 0.12%
1,049
-607
165
$273K 0.12%
1,187
166
$272K 0.12%
4,807
167
$270K 0.12%
2,196
+3
168
$269K 0.12%
1,817
169
$266K 0.12%
3,465
-690
170
$262K 0.12%
+3,480
171
$257K 0.11%
1,390
172
$257K 0.11%
1,237
173
$256K 0.11%
1,076
174
$256K 0.11%
+2,188
175
$250K 0.11%
+1,913
5 6
7
8 9