WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$564K
2
+$503K
3
+$468K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$449K
5
ABBV icon
AbbVie
ABBV
+$439K

Top Sells

1
+$1.16M
2
+$884K
3
+$756K
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$602K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$563K

Sector Composition

1 Technology 18.17%
2 Healthcare 10.23%
3 Communication Services 8.27%
4 Energy 6.04%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
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