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
$314M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$1.87M
3
+$1.85M
4
NEE icon
NextEra Energy
NEE
+$1.8M
5
VZ icon
Verizon
VZ
+$1.79M

Top Sells

1
+$8.11M
2
+$3.93M
3
+$1.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
5
DRI icon
Darden Restaurants
DRI
+$1.77M

Sector Composition

1 Consumer Discretionary 23.72%
2 Technology 13.96%
3 Financials 7.25%
4 Healthcare 5.65%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.99%
45,769
+338
27
$3.09M 0.98%
17,815
+192
28
$2.91M 0.93%
61,359
+1,060
29
$2.86M 0.91%
8,390
+5,484
30
$2.68M 0.85%
72,047
+5,593
31
$2.58M 0.82%
11,420
-497
32
$2.54M 0.81%
9,917
+319
33
$2.5M 0.79%
52,595
+931
34
$2.45M 0.78%
34,605
+25,489
35
$2.33M 0.74%
2,576
+34
36
$2.15M 0.68%
8,338
+219
37
$2.09M 0.67%
31,308
+710
38
$2.01M 0.64%
10,213
+310
39
$2M 0.64%
20,584
+503
40
$1.9M 0.6%
5,523
-4,173
41
$1.72M 0.55%
10,028
+87
42
$1.66M 0.53%
4,555
+225
43
$1.64M 0.52%
9,923
+232
44
$1.55M 0.49%
35,944
-90,907
45
$1.47M 0.47%
2,912
-18
46
$1.3M 0.41%
8,319
-993
47
$1.21M 0.38%
2,370
-10
48
$1.19M 0.38%
6,838
-144
49
$1.13M 0.36%
6,193
+281
50
$1.11M 0.35%
42,216
+8,259
1
2
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