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
$162M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$872K
2 +$524K
3 +$480K
4
FDX icon
FedEx
FDX
+$356K
5
MSFT icon
Microsoft
MSFT
+$335K

Top Sells

1 +$515K
2 +$316K
3 +$287K
4
AAPL icon
Apple
AAPL
+$259K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$251K

Sector Composition

1 Technology 19.14%
2 Healthcare 9.14%
3 Communication Services 6.94%
4 Energy 6.89%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-15,000
202
-1,379