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
$137M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$6.57M
3
+$5.73M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.89M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.85M

Top Sells

1
+$5.73M
2
+$5.41M
3
+$1.85M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$1.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K

Sector Composition

1 Financials 11.66%
2 Technology 10.23%
3 Healthcare 6.55%
4 Energy 4.01%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.23%
2,616
-9
77
$307K 0.22%
+6,900
78
$303K 0.22%
6,667
-696
79
$293K 0.21%
1,730
+76
80
$290K 0.21%
1,317
81
$290K 0.21%
15,895
82
$286K 0.21%
14,053
-669
83
$279K 0.2%
9,129
-194
84
$274K 0.2%
2,942
-64
85
$271K 0.2%
8,185
+73
86
$265K 0.19%
2,407
-56
87
$259K 0.19%
1,642
-35
88
$258K 0.19%
3,241
89
$254K 0.19%
1,804
+100
90
$252K 0.18%
+961
91
$251K 0.18%
+2,701
92
$250K 0.18%
13,581
+3,175
93
$247K 0.18%
1,036
-99
94
$240K 0.18%
1,383
-274
95
$239K 0.17%
6,351
-1,005
96
$238K 0.17%
1,090
97
$237K 0.17%
519
-5
98
$234K 0.17%
2,268
+20
99
$233K 0.17%
+753
100
$232K 0.17%
870
-976
2 3
4
5 6