WEALTH MANAGEMENT ASSOCIATES, INC.
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..
Portfolio Value
$289.63M
Alpha Score
49.2
#0 of 1000
Holdings
233
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|