WMA

West Michigan Advisors Portfolio holdings

AUM $416M
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
-$99K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$638K
3
+$634K
4
NTRA icon
Natera
NTRA
+$616K
5
RCL icon
Royal Caribbean
RCL
+$605K

Top Sells

1
+$9.38M
2
+$8.2M
3
+$1.24M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.21M
5
SH icon
ProShares Short S&P500
SH
+$1.2M

Sector Composition

1 Consumer Discretionary 17.83%
2 Technology 16.32%
3 Financials 8.29%
4 Healthcare 5.1%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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