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
$416M
AUM Growth
+$61.5M
(+17%)
Holding
292
Top Buys
| 1 | +$8.79M | |
| 2 | +$3.78M | |
| 3 | +$2.93M | |
| 4 |
TLN
Talen Energy Corp
TLN
|
+$2.68M |
| 5 |
EOG Resources
EOG
|
+$2.62M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$9.03M | |
| 3 | +$2.76M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$2.58M |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
+$2.49M |
Sector Composition
| 1 | Technology | 19.16% |
| 2 | Consumer Discretionary | 16.87% |
| 3 | Financials | 8.25% |
| 4 | Healthcare | 6.38% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Carvana
CVNA
$44.6B
| – | – |
-652
|
|
||
277
DoorDash
DASH
$65.4B
| – | – |
-820
|
|
||
278
D.R. Horton
DHI
$40.1B
| – | – |
-1,847
|
|
||
279
Darden Restaurants
DRI
$22.1B
| – | – |
-1,211
|
|
||
280
DT Midstream
DTM
$13.7B
| – | – |
-2,320
|
|
||
281
Exelixis
EXEL
$11.4B
| – | – |
-6,618
|
|
||
282
ProShares Short QQQ
PSQ
$770M
| – | – |
-6,464
|
|
||
283
Ralph Lauren
RL
$21.4B
| – | – |
-997
|
|
||
284
ProShares Short Russell2000
RWM
$175M
| – | – |
-11,731
|
|
||
285
ProShares Short S&P500
SH
$1.22B
| – | – |
-5,511
|
|
||
286
Snowflake
SNOW
$52.9B
| – | – |
-969
|
|
||
287
Spotify
SPOT
$96.8B
| – | – |
-784
|
|
||
288
Twilio
TWLO
$19.8B
| – | – |
-3,614
|
|
||
289
Vistra
VST
$52.1B
| – | – |
-2,759
|
|