WMA

West Michigan Advisors Portfolio holdings

AUM $354M
1-Year Est. Return 9.56%
This Quarter Est. Return
1 Year Est. Return
+9.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.46M
4
AAPL icon
Apple
AAPL
+$8M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 11.06%
3 Healthcare 5.89%
4 Consumer Discretionary 5.12%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.77%
+16,063
27
$1.02M 0.76%
+5,979
28
$959K 0.71%
+11,856
29
$918K 0.68%
+12,296
30
$890K 0.66%
+4,604
31
$888K 0.66%
+2,640
32
$866K 0.65%
+17,952
33
$857K 0.64%
+11,186
34
$828K 0.62%
+23,768
35
$822K 0.61%
+16,339
36
$797K 0.59%
+2,004
37
$752K 0.56%
+14,730
38
$751K 0.56%
+19,153
39
$743K 0.55%
+2,441
40
$734K 0.55%
+7,309
41
$719K 0.54%
+8,499
42
$703K 0.52%
+4,860
43
$693K 0.52%
+6,695
44
$690K 0.51%
+4,216
45
$683K 0.51%
+2,988
46
$675K 0.5%
+10,825
47
$664K 0.49%
+2,403
48
$647K 0.48%
+3,536
49
$642K 0.48%
+5,475
50
$598K 0.45%
+1,190
1
2
3 4 5