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
$250M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.27M
3
+$4.82M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.68M
5
TSLA icon
Tesla
TSLA
+$1M

Top Sells

1
+$7.3M
2
+$5.69M
3
+$5.36M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$3.13M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.49M

Sector Composition

1 Technology 11.54%
2 Financials 5.94%
3 Healthcare 5.46%
4 Consumer Discretionary 4.52%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.22%
789
+51
77
$544K 0.22%
3,881
-348
78
$541K 0.22%
7,421
-1,972
79
$525K 0.21%
2,697
+1,242
80
$506K 0.2%
+1,136
81
$475K 0.19%
8,223
-81
82
$469K 0.19%
6,559
-694
83
$455K 0.18%
9,061
-453
84
$449K 0.18%
5,119
-47
85
$440K 0.18%
1,425
+696
86
$436K 0.17%
11,889
-12,524
87
$421K 0.17%
4,769
+1,905
88
$413K 0.17%
1,031
-54
89
$385K 0.15%
1,751
-924
90
$384K 0.15%
3,522
-121
91
$384K 0.15%
713
+166
92
$370K 0.15%
16,071
-42
93
$357K 0.14%
+2,111
94
$354K 0.14%
2,683
-862
95
$352K 0.14%
3,286
-172
96
$351K 0.14%
796
-15
97
$338K 0.14%
1,651
-4
98
$331K 0.13%
+1,335
99
$324K 0.13%
3,247
-118
100
$320K 0.13%
865
-19
2 3
4
5 6