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
$171M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$353K
3
+$343K
4
PLTR icon
Palantir
PLTR
+$293K
5
CELH icon
Celsius Holdings
CELH
+$275K

Top Sells

1
+$321K
2
+$298K
3
+$289K
4
PODD icon
Insulet
PODD
+$260K
5
VZ icon
Verizon
VZ
+$240K

Sector Composition

1 Technology 19.65%
2 Healthcare 8.13%
3 Energy 6.57%
4 Communication Services 6.14%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 7.87%
78,743
+405
2
$10.1M 5.91%
114,005
+3,868
3
$6.58M 3.84%
20,827
+92
4
$5.84M 3.41%
54,253
-211
5
$5.7M 3.33%
26,844
-167
6
$4.56M 2.66%
44,092
+929
7
$3.81M 2.22%
67,862
-2,181
8
$3.63M 2.12%
8,457
-39
9
$3.49M 2.04%
137,243
+233
10
$3.42M 2%
36,265
-167
11
$3.14M 1.84%
72,300
+1,620
12
$3.13M 1.83%
208,209
+7,043
13
$3.08M 1.8%
26,194
-409
14
$2.76M 1.61%
166,325
-472
15
$2.52M 1.47%
26,760
+215
16
$2.41M 1.41%
57,463
+391
17
$2.07M 1.21%
28,658
+325
18
$2.05M 1.2%
3,825
+19
19
$1.98M 1.16%
20,066
-27
20
$1.87M 1.09%
10,897
-185
21
$1.7M 0.99%
13,010
+80
22
$1.7M 0.99%
10,086
-334
23
$1.68M 0.98%
10,779
-272
24
$1.63M 0.95%
28,573
-1,043
25
$1.5M 0.88%
46,249
-7,410
1
2 3 4 5