WMA
West Michigan Advisors Portfolio holdings
AUM
$436M
1-Year Est. Return
20.36%
This Fund
S&P 500
1 Year Est. Return
+20.36%
AUM
$436M
AUM Growth
+$19.6M
(+4.7%)
Holding
292
Top Buys
| 1 | +$8.12M | |
| 2 | +$3.03M | |
| 3 | +$2.89M | |
| 4 |
Amphenol
APH
|
+$2.86M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.46M |
Top Sells
| 1 | +$8.46M | |
| 2 | +$3.16M | |
| 3 | +$2.64M | |
| 4 |
GE Vernova
GEV
|
+$2.56M |
| 5 |
Dollar Tree
DLTR
|
+$1.98M |
Sector Composition
| 1 | Technology | 20.59% |
| 2 | Consumer Discretionary | 13.92% |
| 3 | Financials | 8.48% |
| 4 | Healthcare | 7.55% |
| 5 | Industrials | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Affirm
AFRM
$15.9B
| – | – |
-4,540
|
|
||
277
Applovin
APP
$148B
| – | – |
-1,101
|
|
||
278
Array Technologies
ARRY
$1.15B
| – | – |
-12,276
|
|
||
279
ASML
ASML
$525B
| – | – |
-650
|
|
||
280
Rocket Lab Corp
RKLB
$37.5B
| – | – |
-8,474
|
|
||
281
Unity
U
$8.67B
| – | – |
-10,222
|
|
||
282
Ubiquiti
UI
$46.1B
| – | – |
-788
|
|
||
283
State Street Utilities Select Sector SPDR ETF
XLU
$24B
| – | – |
-5,460
|
|
||
284
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
| – | – |
-3,524
|
|
||
285
Amer Sports
AS
$20.5B
| – | – |
-11,328
|
|
||
286
Astera Labs
ALAB
$18.7B
| – | – |
-2,206
|
|
||
287
Reddit
RDDT
$27.8B
| – | – |
-1,987
|
|
||
288
Rubrik
RBRK
$10.8B
| – | – |
-4,897
|
|
||
|
TLN
289
Talen Energy Corp
TLN
$15.6B
| – | – |
-7,417
|
|