WMA
West Michigan Advisors Portfolio holdings
AUM
$354M
This Quarter Return
-4.31%
1 Year Return
+9.56%
3 Year Return
+45.77%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-1.4%)
Cap. Flow
+$4.8M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
45.71%
Holding
121
New
6
Increased
54
Reduced
41
Closed
10
Top Buys
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$392K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$358K |
| 3 |
Caterpillar
CAT
|
$281K |
| 4 |
Salesforce
CRM
|
$229K |
| 5 |
ProShares Ultra S&P500
SSO
|
$225K |
Sector Composition
| 1 | Financials | 12.23% |
| 2 | Technology | 11.62% |
| 3 | Healthcare | 6.68% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Energy | 4.61% |
