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
$137M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$6.57M
3
+$5.73M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.89M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.85M

Top Sells

1
+$5.73M
2
+$5.41M
3
+$1.85M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$1.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K

Sector Composition

1 Financials 11.66%
2 Technology 10.23%
3 Healthcare 6.55%
4 Energy 4.01%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.89%
5,703
+158
27
$1.16M 0.85%
12,005
-416
28
$1.13M 0.83%
4,402
-266
29
$1.1M 0.8%
7,038
-239
30
$1.1M 0.8%
13,148
+12
31
$1.08M 0.79%
7,136
-286
32
$1.01M 0.74%
21,387
-480
33
$1.01M 0.73%
3,269
-19
34
$948K 0.69%
18,500
-75
35
$916K 0.67%
2,505
-8
36
$908K 0.66%
8,502
-620
37
$818K 0.6%
5,061
-73
38
$787K 0.57%
5,190
+67
39
$772K 0.56%
10,703
-787
40
$757K 0.55%
21,660
+1,588
41
$756K 0.55%
9,731
+113
42
$753K 0.55%
13,470
+620
43
$743K 0.54%
27,260
-2,639
44
$695K 0.51%
3,638
-2,220
45
$666K 0.49%
14,184
-7,908
46
$661K 0.48%
1,246
-46
47
$657K 0.48%
3,660
-578
48
$656K 0.48%
3,902
+122
49
$650K 0.47%
+138,017
50
$624K 0.45%
2,366
-175
1
2
3 4 5