We are live on ! Find out more
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
201
$242K 0.09%
+7,643
202
$242K 0.09%
4,575
203
$236K 0.08%
3,220
-7
204
$235K 0.08%
+951
205
$232K 0.08%
+1,435
206
$230K 0.08%
+378
207
$228K 0.08%
1,618
-4
208
$226K 0.08%
335,800
+28,000
209
$225K 0.08%
4,991
+64
210
$224K 0.08%
+1,671
211
$223K 0.08%
191
212
$221K 0.08%
10,165
213
$221K 0.08%
2,000
214
$218K 0.08%
1,082
215
$215K 0.08%
+2,000
216
$213K 0.08%
+514
217
$213K 0.08%
+1,790
218
$206K 0.07%
+604
219
$203K 0.07%
+1,510
220
$203K 0.07%
750
221
$202K 0.07%
653
222
$170K 0.06%
14,231
+684
223
$169K 0.06%
13,776
224
$164K 0.06%
17,973
225
$154K 0.05%
10,867
+20