WMA
West Michigan Advisors Portfolio holdings
AUM
$354M
This Quarter Return
+9.59%
1 Year Return
+9.56%
3 Year Return
+45.77%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.85%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.9M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$10.3M |
| 3 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$9.46M |
| 4 |
Apple
AAPL
|
$8M |
| 5 |
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% |
