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
$250M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.27M
3
+$4.82M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.68M
5
TSLA icon
Tesla
TSLA
+$1M

Top Sells

1
+$7.3M
2
+$5.69M
3
+$5.36M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$3.13M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.49M

Sector Composition

1 Technology 11.54%
2 Financials 5.94%
3 Healthcare 5.46%
4 Consumer Discretionary 4.52%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.38%
32,217
+662
52
$855K 0.34%
4,615
-628
53
$828K 0.33%
13,742
+436
54
$796K 0.32%
2,774
-2
55
$792K 0.32%
8,080
-554
56
$784K 0.31%
10,562
-1,700
57
$746K 0.3%
11,050
+1,370
58
$718K 0.29%
9,661
-688
59
$697K 0.28%
2,935
-7
60
$653K 0.26%
3,645
-145
61
$643K 0.26%
7,931
-888
62
$609K 0.24%
3,381
-358
63
$602K 0.24%
4,978
-49
64
$596K 0.24%
5,010
-356
65
$592K 0.24%
1,941
-46
66
$586K 0.23%
12,694
+128
67
$583K 0.23%
2,812
+678
68
$580K 0.23%
11,559
+447
69
$580K 0.23%
3,817
-41
70
$575K 0.23%
1,298
+38
71
$574K 0.23%
4,556
+613
72
$561K 0.22%
11,722
-118,911
73
$557K 0.22%
2,527
-195
74
$555K 0.22%
4,635
+243
75
$554K 0.22%
12,047
-1,629
1 2
3
4 5