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
$227M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$524K
3
+$464K
4
BBY icon
Best Buy
BBY
+$449K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$445K

Top Sells

1
+$2.34M
2
+$742K
3
+$455K
4
INTC icon
Intel
INTC
+$340K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$339K

Sector Composition

1 Technology 20.53%
2 Communication Services 6.35%
3 Healthcare 6.09%
4 Energy 5.11%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.11%
+6,865
177
$246K 0.11%
9,680
-1,700
178
$245K 0.11%
1,099
179
$244K 0.11%
3,239
-450
180
$242K 0.11%
3,278
181
$238K 0.1%
825
+15
182
$236K 0.1%
2,126
-4
183
$233K 0.1%
+3,676
184
$233K 0.1%
+1,000
185
$233K 0.1%
+368
186
$231K 0.1%
1,116
+103
187
$225K 0.1%
697
188
$221K 0.1%
2,000
189
$213K 0.09%
1,535
-73
190
$212K 0.09%
430
+4
191
$212K 0.09%
2,669
-20
192
$212K 0.09%
+3,150
193
$212K 0.09%
+4,505
194
$211K 0.09%
6,740
-1,740
195
$210K 0.09%
54,520
+4,700
196
$209K 0.09%
+1,726
197
$209K 0.09%
6,283
-315
198
$208K 0.09%
+4,083
199
$192K 0.08%
14,354
+866
200
$189K 0.08%
21,892
-5,585
5 6 7
8
9