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
$186M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$643K
2 +$601K
3 +$577K
4
TD icon
Toronto Dominion Bank
TD
+$555K
5
CAT icon
Caterpillar
CAT
+$478K

Top Sells

1 +$2.31M
2 +$1.32M
3 +$402K
4
IDXX icon
Idexx Laboratories
IDXX
+$324K
5
SPLK
Splunk Inc
SPLK
+$302K

Sector Composition

1 Technology 20.26%
2 Healthcare 8.96%
3 Communication Services 8.38%
4 Financials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,881
202
-2,086
203
-3,261