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
$148M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$3.99M
3
+$2.91M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$2.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$948K

Top Sells

1
+$117M
2
+$3.53M
3
+$2.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.5M
5
BND icon
Vanguard Total Bond Market
BND
+$2.07M

Sector Composition

1 Technology 12.22%
2 Financials 11.77%
3 Healthcare 5.54%
4 Consumer Discretionary 4.95%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.88%
4,356
+612
27
$1.29M 0.87%
23,080
+2,544
28
$1.21M 0.82%
6,820
+841
29
$1.18M 0.79%
22,784
-1,461
30
$1.12M 0.76%
13,630
+2,444
31
$1.04M 0.7%
6,855
+675
32
$1.03M 0.69%
4,235
+199
33
$1.02M 0.69%
9,267
+1,958
34
$975K 0.66%
12,575
+719
35
$956K 0.65%
19,254
+1,302
36
$934K 0.63%
8,415
+1,720
37
$911K 0.62%
19,454
+3,115
38
$872K 0.59%
12,552
+256
39
$853K 0.58%
29,233
+5,465
40
$818K 0.55%
5,046
+712
41
$817K 0.55%
17,013
+2,283
42
$804K 0.54%
8,847
+4,710
43
$774K 0.52%
3,253
+265
44
$739K 0.5%
4,536
-939
45
$729K 0.49%
2,918
+477
46
$721K 0.49%
2,516
+113
47
$713K 0.48%
4,669
+453
48
$706K 0.48%
4,619
+1,083
49
$704K 0.48%
5,040
+180
50
$664K 0.45%
10,550
+5,990
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