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
$137M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$6.57M
3
+$5.73M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.89M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.85M

Top Sells

1
+$5.73M
2
+$5.41M
3
+$1.85M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$1.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K

Sector Composition

1 Financials 11.66%
2 Technology 10.23%
3 Healthcare 6.55%
4 Energy 4.01%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.43%
9,566
+1,043
52
$587K 0.43%
7,833
+652
53
$558K 0.41%
11,268
-426
54
$558K 0.41%
5,071
-274
55
$525K 0.38%
12,510
+2,555
56
$523K 0.38%
4,777
-52,275
57
$519K 0.38%
6,471
+688
58
$507K 0.37%
4,619
-28
59
$477K 0.35%
5,707
-280
60
$473K 0.34%
3,420
+144
61
$463K 0.34%
5,710
-1,868
62
$456K 0.33%
5,136
-459
63
$450K 0.33%
16,616
+1,788
64
$433K 0.32%
2,085
+69
65
$433K 0.31%
2,394
-27
66
$405K 0.3%
7,707
-69
67
$399K 0.29%
1,632
-10
68
$364K 0.26%
3,363
-50,021
69
$362K 0.26%
5,687
-97
70
$356K 0.26%
3,530
-42
71
$351K 0.26%
1,047
+4
72
$343K 0.25%
2,532
-179
73
$340K 0.25%
3,854
-24
74
$331K 0.24%
6,345
+2
75
$318K 0.23%
6,704
+976
1 2
3
4 5