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
$302M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.27M
3
+$734K
4
GILD icon
Gilead Sciences
GILD
+$639K
5
TFIN icon
Triumph Financial Inc
TFIN
+$613K

Top Sells

1
+$3.08M
2
+$2.11M
3
+$1.46M
4
APP icon
Applovin
APP
+$638K
5
NTRA icon
Natera
NTRA
+$616K

Sector Composition

1 Consumer Discretionary 18.18%
2 Technology 13.01%
3 Financials 8.95%
4 Healthcare 5.71%
5 Industrials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
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