WMA
Wealth Management Associates Portfolio holdings
AUM
$257M
This Quarter Return
-10.81%
1 Year Return
+27.89%
3 Year Return
+86.02%
5 Year Return
+143.5%
10 Year Return
–
AUM
$74.3M
AUM Growth
–
Cap. Flow
+$74.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.31%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.35M |
| 2 |
iShares Select Dividend ETF
DVY
|
$4.98M |
| 3 |
Apple
AAPL
|
$3.42M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$3.18M |
| 5 |
AT&T
T
|
$2.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 8.12% |
| 2 | Technology | 7.44% |
| 3 | Energy | 4.31% |
| 4 | Healthcare | 4.06% |
| 5 | Utilities | 2.51% |
