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
$142M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$743K
3
+$616K
4
MPC icon
Marathon Petroleum
MPC
+$515K
5
HUM icon
Humana
HUM
+$408K

Top Sells

1
+$449K
2
+$353K
3
+$343K
4
IVZ icon
Invesco
IVZ
+$324K
5
GSK icon
GSK
GSK
+$265K

Sector Composition

1 Technology 18.12%
2 Healthcare 10.51%
3 Communication Services 6.89%
4 Energy 6.87%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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180
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181
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182
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183
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-20,080
184
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185
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186
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187
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-8,965
188
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-34,685
4 5 6 7
8