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
$314M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$1.87M
3
+$1.85M
4
NEE icon
NextEra Energy
NEE
+$1.8M
5
VZ icon
Verizon
VZ
+$1.79M

Top Sells

1
+$8.11M
2
+$3.93M
3
+$1.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
5
DRI icon
Darden Restaurants
DRI
+$1.77M

Sector Composition

1 Consumer Discretionary 23.72%
2 Technology 13.96%
3 Financials 7.25%
4 Healthcare 5.65%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.34%
8,725
+4
52
$1.04M 0.33%
5,235
+257
53
$1.02M 0.32%
+159,443
54
$991K 0.32%
9,535
+570
55
$984K 0.31%
4,938
+91
56
$957K 0.3%
5,220
+18
57
$946K 0.3%
1,733
+19
58
$940K 0.3%
2,078
-229
59
$939K 0.3%
+57,917
60
$899K 0.29%
3,529
-202
61
$897K 0.29%
18,142
-404
62
$889K 0.28%
10,577
-243
63
$881K 0.28%
6,242
+948
64
$861K 0.27%
3,207
+520
65
$847K 0.27%
+41,457
66
$834K 0.27%
+27,751
67
$827K 0.26%
21,322
+82
68
$803K 0.26%
11,051
+824
69
$794K 0.25%
27,413
+5,392
70
$793K 0.25%
9,444
-288
71
$777K 0.25%
4,714
-37
72
$769K 0.24%
2,931
-334
73
$719K 0.23%
3,646
+7
74
$705K 0.22%
3,303
+976
75
$702K 0.22%
10,946
-1,691
1 2
3
4 5