WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
1-Year Return
27.89%
This Quarter Return
+7.31%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$227M
AUM Growth
+$14.2M
(+6.7%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
36.93%
Holding
223
New
19
Increased
91
Reduced
59
Closed
14
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
$625K |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$524K |
| 3 |
Citigroup
C
|
$464K |
| 4 |
Best Buy
BBY
|
$449K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$445K |
Top Sells
| 1 |
Apple
AAPL
|
$2.34M |
| 2 |
MSCI
MSCI
|
$742K |
| 3 |
Nike
NKE
|
$455K |
| 4 |
Intel
INTC
|
$340K |
| 5 |
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% |
