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
$234M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$582K
3
+$475K
4
BMY icon
Bristol-Myers Squibb
BMY
+$281K
5
TKO icon
TKO Group
TKO
+$277K

Top Sells

1
+$312K
2
+$262K
3
+$250K
4
SCCO icon
Southern Copper
SCCO
+$236K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$212K

Sector Composition

1 Technology 22.56%
2 Communication Services 6.61%
3 Healthcare 5.46%
4 Energy 5.27%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.11%
1,534
-518
177
$247K 0.11%
4,630
+954
178
$246K 0.11%
3,902
179
$244K 0.1%
1,331
-48
180
$238K 0.1%
+1,894
181
$234K 0.1%
368
182
$233K 0.1%
410
-20
183
$233K 0.1%
+137
184
$232K 0.1%
3,239
185
$228K 0.1%
825
186
$228K 0.1%
10,925
-3,260
187
$223K 0.1%
3,500
+222
188
$221K 0.09%
847
+150
189
$220K 0.09%
2,000
190
$218K 0.09%
+6,800
191
$216K 0.09%
3,227
+77
192
$216K 0.09%
1,453
-82
193
$212K 0.09%
4,575
+70
194
$208K 0.09%
987
-89
195
$207K 0.09%
7,545
-2,135
196
$207K 0.09%
6,583
+300
197
$206K 0.09%
+4,680
198
$200K 0.09%
+1,770
199
$200K 0.09%
61,020
+6,500
200
$181K 0.08%
21,892
5 6 7
8
9