WMA

West Michigan Advisors Portfolio holdings

AUM $436M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.04M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.44M
5
RCL icon
Royal Caribbean
RCL
+$886K

Top Sells

1
+$2.86M
2
+$734K
3
+$450K
4
DOCS icon
Doximity
DOCS
+$427K
5
MO icon
Altria Group
MO
+$352K

Sector Composition

1 Technology 16.11%
2 Consumer Discretionary 15.67%
3 Financials 8.5%
4 Industrials 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.4%
32,038
+39
52
$1.34M 0.38%
6,902
-74
53
$1.21M 0.34%
2,496
+106
54
$1.21M 0.34%
9,050
+1,300
55
$1.2M 0.34%
3,782
+2,207
56
$1.18M 0.33%
4,584
+1,295
57
$1.17M 0.33%
+3,722
58
$1.16M 0.33%
8,507
-188
59
$1.14M 0.32%
15,940
+4,771
60
$1.12M 0.32%
154,777
+688
61
$1.12M 0.32%
7,290
62
$1.1M 0.31%
15,845
+6,311
63
$1.08M 0.3%
7,054
+1,976
64
$1.02M 0.29%
11,253
+230
65
$1M 0.28%
16,403
+2,418
66
$994K 0.28%
3,404
-323
67
$990K 0.28%
7,261
-115
68
$984K 0.28%
2,534
+263
69
$963K 0.27%
3,159
+171
70
$933K 0.26%
2,627
-39
71
$928K 0.26%
10,115
-613
72
$908K 0.26%
1,465
-158
73
$905K 0.26%
5,100
-2
74
$896K 0.25%
6,260
-647
75
$884K 0.25%
41,194
+591
1 2
3
4 5