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
$250M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.27M
3
+$4.82M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.68M
5
TSLA icon
Tesla
TSLA
+$1M

Top Sells

1
+$7.3M
2
+$5.69M
3
+$5.36M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$3.13M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.49M

Sector Composition

1 Technology 11.54%
2 Financials 5.94%
3 Healthcare 5.46%
4 Consumer Discretionary 4.52%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.84%
12,714
+2,746
27
$1.96M 0.78%
22,258
+5,722
28
$1.88M 0.75%
19,207
+3,965
29
$1.88M 0.75%
9,171
-765
30
$1.74M 0.69%
33,159
+10,995
31
$1.73M 0.69%
35,830
+814
32
$1.49M 0.6%
40,057
-1,605
33
$1.45M 0.58%
34,933
+10,923
34
$1.44M 0.58%
4,816
+1,413
35
$1.44M 0.57%
5,218
-446
36
$1.43M 0.57%
7,408
-252
37
$1.42M 0.57%
9,384
-709
38
$1.4M 0.56%
8,873
+172
39
$1.32M 0.53%
4,411
-202
40
$1.3M 0.52%
4,961
+3,827
41
$1.25M 0.5%
9,268
-615
42
$1.21M 0.48%
2,578
-64
43
$1.18M 0.47%
2,445
-198
44
$1.17M 0.47%
7,442
+86
45
$1.16M 0.46%
6,269
+2,289
46
$1.08M 0.43%
6,483
+2,761
47
$1.07M 0.43%
13,055
+5,980
48
$1.04M 0.42%
15,271
+11,372
49
$991K 0.4%
9,550
+757
50
$968K 0.39%
8,881
+50
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