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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.12%
+782
177
$202K 0.12%
1,052
178
$202K 0.12%
1,817
179
$201K 0.12%
2,964
180
$195K 0.11%
17,983
-23
181
$148K 0.09%
14,313
-1,000
182
$133K 0.08%
19,200
+4,650
183
$132K 0.08%
15,946
184
$116K 0.07%
12,020
185
$112K 0.07%
11,850
+1,550
186
$111K 0.06%
54,620
+5,000
187
$89.1K 0.05%
3,727
188
$46.9K 0.03%
10,231
+43
189
$29.7K 0.02%
17,900
-8,000
190
$19.2K 0.01%
14,100
191
– –
-1,072
192
– –
-2,438
193
– –
-3,865
194
– –
-900
195
– –
-7,719
196
– –
-10,000
197
– –
-10,000
198
– –
-16,221
199
– –
-10,660
200
– –
-10,250
4 5 6 7
8