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WEALTH MANAGEMENT ASSOCIATES, INC. 13F portfolio summary

WEALTH MANAGEMENT ASSOCIATES, INC. of WEALTH MANAGEMENT ASSOCIATES, INC. has 233 current stock holdings with a reported portfolio value of $289.6M. The portfolio 1 year return is +17.71%. Top holdings include QQQ (0.00%), PFF (0.00%), CRUX (0.00%), FPEI (0.00%), SPY (0.00%).

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WEALTH MANAGEMENT ASSOCIATES, INC.

WEALTH MANAGEMENT ASSOCIATES, INC.
Latest filing: 2026-03-31

WEALTH MANAGEMENT ASSOCIATES, INC. runs WEALTH MANAGEMENT ASSOCIATES, INC. and currently holds 233 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $289.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH MANAGEMENT ASSOCIATES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH MANAGEMENT ASSOCIATES, INC.'s portfolio at WEALTH MANAGEMENT ASSOCIATES, INC. has delivered returns of +17.71%. Their 3-year annualized return is +63.96%. Looking at the 5-year horizon, WEALTH MANAGEMENT ASSOCIATES, INC. has achieved +66.60% annualized returns at WEALTH MANAGEMENT ASSOCIATES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.71%
#0/1000
3 Year
+63.96%
#0/1000
5 Year
+66.60%
#0/1000

Portfolio Value

$289.63M

Alpha Score

49.2

#0 of 1000

Holdings

233

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change