WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$63.4M
2 +$18.3M
3 +$187K
4
SCCO icon
Southern Copper
SCCO
+$2.18K

Sector Composition

1 Technology 22.38%
2 Communication Services 6.46%
3 Healthcare 6.28%
4 Energy 5.3%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$67.4K 0.03%
17,150
202
$51.9K 0.02%
31,254
203
$40K 0.02%
38,050
204
$24.8K 0.01%
21,600