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
$176M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.21M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$903K
5
CVX icon
Chevron
CVX
+$822K

Top Sells

1
+$1.27M
2
+$666K
3
+$290K
4
AMGN icon
Amgen
AMGN
+$252K
5
CAT icon
Caterpillar
CAT
+$204K

Sector Composition

1 Technology 13.23%
2 Financials 11.49%
3 Healthcare 7.2%
4 Consumer Discretionary 4.6%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$820K 0.47%
8,793
+291
52
$762K 0.43%
3,980
+78
53
$753K 0.43%
10,349
-354
54
$735K 0.42%
3,790
+2,407
55
$725K 0.41%
8,819
+3,109
56
$695K 0.39%
+3,739
57
$685K 0.39%
5,366
+295
58
$663K 0.38%
2,942
+857
59
$655K 0.37%
9,393
+6,350
60
$647K 0.37%
9,680
+114
61
$637K 0.36%
13,676
+7,009
62
$611K 0.35%
+4,893
63
$600K 0.34%
8,227
+394
64
$596K 0.34%
2,675
+1,639
65
$588K 0.33%
2,776
+160
66
$587K 0.33%
+3,545
67
$578K 0.33%
3,722
+302
68
$568K 0.32%
12,566
+56
69
$567K 0.32%
1,987
+355
70
$563K 0.32%
11,112
-156
71
$556K 0.32%
2,722
-916
72
$555K 0.31%
+4,229
73
$554K 0.31%
7,075
+604
74
$523K 0.3%
5,027
-109
75
$516K 0.29%
1,260
+730
1 2
3
4 5