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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.46M
4
AAPL icon
Apple
AAPL
+$8M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 11.06%
3 Healthcare 5.89%
4 Consumer Discretionary 5.12%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.25%
+2,973
77
$339K 0.25%
+15,931
78
$328K 0.24%
+695
79
$326K 0.24%
+10,852
80
$325K 0.24%
+2,101
81
$325K 0.24%
+2,191
82
$323K 0.24%
+1,945
83
$313K 0.23%
+1,373
84
$310K 0.23%
+2,532
85
$310K 0.23%
+1,861
86
$306K 0.23%
+6,125
87
$306K 0.23%
+7,763
88
$303K 0.23%
+4,560
89
$299K 0.22%
+1,274
90
$297K 0.22%
+3,131
91
$295K 0.22%
+17,975
92
$289K 0.22%
+7,997
93
$288K 0.21%
+765
94
$281K 0.21%
+1,140
95
$273K 0.2%
+4,617
96
$272K 0.2%
+4,800
97
$271K 0.2%
+1,723
98
$270K 0.2%
+3,142
99
$269K 0.2%
+12,959
100
$259K 0.19%
+7,216
1 2 3
4
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