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
$116M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.78M
3
+$1.24M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.07M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$540K

Top Sells

1
+$6.52M
2
+$3.64M
3
+$1.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$535K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$464K

Sector Composition

1 Financials 12.53%
2 Technology 12.29%
3 Healthcare 7.31%
4 Consumer Discretionary 4.64%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.47%
9,335
-3,217
52
$519K 0.45%
7,418
-791
53
$512K 0.44%
4,713
+76
54
$488K 0.42%
18,559
-198
55
$475K 0.41%
6,132
-203
56
$466K 0.4%
4,260
-780
57
$432K 0.37%
1,542
-275
58
$430K 0.37%
10,550
-6,463
59
$418K 0.36%
2,593
-81
60
$418K 0.36%
8,743
+262
61
$415K 0.36%
2,489
-29
62
$414K 0.36%
3,800
63
$394K 0.34%
7,763
-1,575
64
$393K 0.34%
1,994
+302
65
$392K 0.34%
5,088
-739
66
$386K 0.33%
+4,661
67
$368K 0.32%
5,857
-254
68
$362K 0.31%
3,768
-170
69
$359K 0.31%
5,505
-3,342
70
$355K 0.3%
1,052
+90
71
$353K 0.3%
737
-50
72
$347K 0.3%
3,069
+633
73
$346K 0.3%
15,393
-6,624
74
$340K 0.29%
2,857
+518
75
$340K 0.29%
15,895
1 2
3
4 5