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
$116M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.78M
3
+$1.24M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.07M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$540K

Top Sells

1
+$6.52M
2
+$3.64M
3
+$1.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$535K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$464K

Sector Composition

1 Financials 12.53%
2 Technology 12.29%
3 Healthcare 7.31%
4 Consumer Discretionary 4.64%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.28%
1,662
+18
77
$316K 0.27%
6,246
+984
78
$313K 0.27%
14,687
+33
79
$312K 0.27%
6,454
+6,037
80
$309K 0.27%
9,936
+30
81
$306K 0.26%
1,676
+212
82
$284K 0.24%
5,564
+312
83
$281K 0.24%
2,042
+978
84
$279K 0.24%
1,654
+55
85
$266K 0.23%
2,874
+38
86
$259K 0.22%
7,863
+128
87
$253K 0.22%
1,389
+10
88
$252K 0.22%
+6,343
89
$250K 0.21%
1,189
-82
90
$249K 0.21%
15,231
+56
91
$249K 0.21%
1,580
-232
92
$241K 0.21%
2,248
+285
93
$236K 0.2%
1,675
+24
94
$232K 0.2%
+2,212
95
$229K 0.2%
1,387
-22
96
$225K 0.19%
5,000
97
$222K 0.19%
1,497
+6
98
$220K 0.19%
+2,574
99
$218K 0.19%
3,940
+102
100
$212K 0.18%
1,556
-537
2 3
4
5 6