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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.12%
1,482
+2
152
$343K 0.12%
9,227
+4
153
$343K 0.12%
6,371
+30
154
$338K 0.12%
1,568
155
$338K 0.12%
1,377
+190
156
$336K 0.12%
1,641
+23
157
$333K 0.12%
6,686
+9
158
$330K 0.12%
1,817
159
$326K 0.12%
653
-10
160
$323K 0.11%
+2,875
161
$318K 0.11%
5,535
+3
162
$317K 0.11%
3,822
163
$317K 0.11%
410
164
$307K 0.11%
+1,098
165
$306K 0.11%
3,273
+20
166
$306K 0.11%
1,830
+104
167
$305K 0.11%
1,917
+22
168
$302K 0.11%
988
169
$301K 0.11%
1,363
170
$300K 0.11%
+15,533
171
$298K 0.11%
1,055
+73
172
$297K 0.11%
4,890
173
$296K 0.11%
1,485
174
$293K 0.1%
25,026
175
$292K 0.1%
4,690
5 6
7
8 9