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
$331M
AUM Growth
-$99K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$638K
3
+$634K
4
NTRA icon
Natera
NTRA
+$616K
5
RCL icon
Royal Caribbean
RCL
+$605K

Top Sells

1
+$9.38M
2
+$8.2M
3
+$1.24M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.21M
5
SH icon
ProShares Short S&P500
SH
+$1.2M

Sector Composition

1 Consumer Discretionary 17.83%
2 Technology 16.32%
3 Financials 8.29%
4 Healthcare 5.1%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.02%
58,403
-138
27
$3.32M 1%
65,671
+162
28
$3.13M 0.95%
8,675
+102
29
$2.8M 0.84%
10,088
+26
30
$2.75M 0.83%
70,580
-2,725
31
$2.61M 0.79%
18,676
+329
32
$2.56M 0.77%
32,330
+170
33
$2.54M 0.77%
25,170
-12,304
34
$2.42M 0.73%
33,751
+127
35
$2.28M 0.69%
5,860
-119
36
$2.25M 0.68%
5,604
+826
37
$2.25M 0.68%
10,572
-155
38
$2.05M 0.62%
9,000
+236
39
$2.03M 0.61%
2,627
+5
40
$2.02M 0.61%
20,877
-242
41
$1.91M 0.58%
58,429
-3,590
42
$1.89M 0.57%
3,235
+202
43
$1.85M 0.56%
7,784
+648
44
$1.76M 0.53%
10,525
+195
45
$1.7M 0.51%
5,846
+195
46
$1.52M 0.46%
3,011
+80
47
$1.48M 0.45%
8,306
-738
48
$1.46M 0.44%
6,333
+2,622
49
$1.42M 0.43%
33,117
-2,013
50
$1.28M 0.39%
6,928
+95
1
2
3 4 5