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
$148M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$3.99M
3
+$2.91M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$2.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$948K

Top Sells

1
+$117M
2
+$3.53M
3
+$2.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.5M
5
BND icon
Vanguard Total Bond Market
BND
+$2.07M

Sector Composition

1 Technology 12.22%
2 Financials 11.77%
3 Healthcare 5.54%
4 Consumer Discretionary 4.95%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.45%
1,817
-187
52
$648K 0.44%
18,757
-396
53
$642K 0.43%
8,209
-290
54
$611K 0.41%
1,198
+8
55
$604K 0.41%
2,444
+347
56
$595K 0.4%
2,674
+34
57
$554K 0.37%
9,338
-95
58
$553K 0.37%
22,017
+4,042
59
$549K 0.37%
4,637
+461
60
$537K 0.36%
6,335
+1,508
61
$535K 0.36%
11,300
+1,061
62
$528K 0.36%
3,800
+280
63
$453K 0.31%
787
+172
64
$439K 0.3%
1,644
+238
65
$426K 0.29%
5,827
-4,998
66
$426K 0.29%
8,225
+71
67
$425K 0.29%
+8,481
68
$421K 0.28%
2,518
+156
69
$408K 0.28%
9,906
+937
70
$395K 0.27%
962
+267
71
$394K 0.27%
14,654
+29
72
$390K 0.26%
3,938
+796
73
$379K 0.26%
6,111
+1,494
74
$378K 0.26%
15,895
+100
75
$375K 0.25%
1,692
+73
1 2
3
4 5