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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.13%
4,022
152
$305K 0.13%
5,058
153
$302K 0.13%
2,395
+7
154
$299K 0.13%
9,215
+4
155
$293K 0.13%
2,582
-1,136
156
$292K 0.12%
25,026
157
$286K 0.12%
3,253
158
$281K 0.12%
1,817
159
$281K 0.12%
+4,963
160
$277K 0.12%
+1,948
161
$276K 0.12%
1,863
-50
162
$275K 0.12%
1,216
+100
163
$274K 0.12%
1,485
-12
164
$274K 0.12%
3,465
165
$272K 0.12%
1,790
-75
166
$272K 0.12%
7,222
-50
167
$268K 0.11%
1,390
168
$268K 0.11%
5,225
-2,110
169
$267K 0.11%
+10,125
170
$264K 0.11%
1,244
+145
171
$261K 0.11%
1,000
172
$261K 0.11%
1,291
+54
173
$252K 0.11%
2,190
+2
174
$252K 0.11%
2,058
-138
175
$252K 0.11%
1,187
5 6
7
8 9