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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.46M
4
AAPL icon
Apple
AAPL
+$8M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 11.06%
3 Healthcare 5.89%
4 Consumer Discretionary 5.12%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.44%
+4,176
52
$587K 0.44%
+4,334
53
$579K 0.43%
+9,433
54
$562K 0.42%
+2,097
55
$510K 0.38%
+3,520
56
$504K 0.38%
+10,239
57
$483K 0.36%
+15,795
58
$482K 0.36%
+8,154
59
$457K 0.34%
+3,418
60
$451K 0.34%
+4,827
61
$440K 0.33%
+2,334
62
$431K 0.32%
+5,000
63
$420K 0.31%
+4,137
64
$419K 0.31%
+14,625
65
$410K 0.31%
+2,362
66
$399K 0.3%
+8,969
67
$389K 0.29%
+5,352
68
$376K 0.28%
+1,406
69
$367K 0.27%
+1,446
70
$360K 0.27%
+3,125
71
$351K 0.26%
+4,800
72
$351K 0.26%
+1,619
73
$349K 0.26%
+615
74
$348K 0.26%
+1,187
75
$343K 0.26%
+3,061
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3
4 5