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WMA

Wealth Management Associates Portfolio holdings

AUM $290M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$642K
3
+$623K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$525K
5
NVTS icon
Navitas Semiconductor
NVTS
+$482K

Top Sells

1
+$840K
2
+$839K
3
+$538K
4
LOW icon
Lowe's Companies
LOW
+$477K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$429K

Sector Composition

1 Technology 23.11%
2 Financials 5.38%
3 Communication Services 5.05%
4 Healthcare 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.1%
3,440
+60
177
$287K 0.1%
9,185
178
$286K 0.1%
2,628
+130
179
$283K 0.1%
3,650
180
$283K 0.1%
6,283
-40
181
$279K 0.1%
1,390
182
$277K 0.1%
+2,040
183
$275K 0.1%
5,621
-5,715
184
$275K 0.1%
+2,290
185
$273K 0.1%
360
186
$271K 0.1%
13,892
+1,137
187
$270K 0.1%
+10,911
188
$263K 0.09%
+792
189
$261K 0.09%
7,200
190
$260K 0.09%
1,354
+19
191
$256K 0.09%
+4,705
192
$256K 0.09%
+1,722
193
$256K 0.09%
5,728
+16
194
$255K 0.09%
2,300
195
$251K 0.09%
1,550
+19
196
$251K 0.09%
6,755
197
$250K 0.09%
2,120
-34
198
$250K 0.09%
1,938
-10
199
$248K 0.09%
1,767
+2
200
$247K 0.09%
1,468
6 7
8
9 10