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
$116M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.78M
3
+$1.24M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.07M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$540K

Top Sells

1
+$6.52M
2
+$3.64M
3
+$1.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$535K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$464K

Sector Composition

1 Financials 12.53%
2 Technology 12.29%
3 Healthcare 7.31%
4 Consumer Discretionary 4.64%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.06%
+24,726
27
$1.2M 1.03%
5,473
-2,122
28
$1.08M 0.93%
25,345
+2,265
29
$1.07M 0.92%
22,719
+11,419
30
$1.07M 0.92%
7,372
-2,488
31
$990K 0.85%
4,725
+490
32
$922K 0.79%
7,317
+462
33
$912K 0.78%
17,401
+9,176
34
$878K 0.75%
21,660
+2,406
35
$852K 0.73%
12,136
-439
36
$845K 0.73%
30,218
+985
37
$837K 0.72%
9,326
+911
38
$833K 0.72%
9,321
+54
39
$815K 0.7%
2,515
-1
40
$797K 0.68%
20,315
+861
41
$773K 0.66%
5,050
+4
42
$769K 0.66%
3,755
+502
43
$768K 0.66%
3,194
+276
44
$720K 0.62%
5,005
+336
45
$664K 0.57%
1,293
+95
46
$653K 0.56%
5,114
+495
47
$640K 0.55%
2,592
+148
48
$627K 0.54%
4,331
-205
49
$602K 0.52%
12,064
-10,720
50
$601K 0.52%
12,370
+1,820
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