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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
1
$16M 5.67%
62,697
-1,855
2
$12.6M 4.47%
18,804
-68
3
$11.5M 4.09%
128,964
-9,597
4
$10.8M 3.83%
20,835
-103
5
$9.4M 3.34%
50,385
-4,818
6
$9.28M 3.29%
28,274
+29
7
$8.7M 3.09%
47,717
-1,831
8
$8.33M 2.96%
58,647
+996
9
$6.08M 2.16%
43,116
+66
10
$5.61M 1.99%
38,511
+1,286
11
$5.55M 1.97%
56,299
-812
12
$5.38M 1.91%
147,263
-1,293
13
$5.28M 1.87%
14,851
+359
14
$4.33M 1.54%
152,793
-4,644
15
$3.71M 1.32%
75,055
+9,749
16
$3.6M 1.28%
10,903
+536
17
$3.59M 1.28%
5,007
-5
18
$3.49M 1.24%
34,785
+1,841
19
$3.36M 1.19%
80,760
+4,910
20
$3.32M 1.18%
13,672
-2,046
21
$2.91M 1.03%
102,890
+630
22
$2.9M 1.03%
25,679
-509
23
$2.82M 1%
12,833
+149
24
$2.81M 1%
3,688
-28
25
$2.79M 0.99%
114,125
+5,590
1
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