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
$314M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$1.87M
3
+$1.85M
4
NEE icon
NextEra Energy
NEE
+$1.8M
5
VZ icon
Verizon
VZ
+$1.79M

Top Sells

1
+$8.11M
2
+$3.93M
3
+$1.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
5
DRI icon
Darden Restaurants
DRI
+$1.77M

Sector Composition

1 Consumer Discretionary 23.72%
2 Technology 13.96%
3 Financials 7.25%
4 Healthcare 5.65%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.21%
8,503
-21,770
77
$657K 0.21%
4,224
-5
78
$649K 0.21%
12,951
79
$648K 0.21%
1,350
-5
80
$631K 0.2%
3,967
-940
81
$613K 0.2%
7,509
+51
82
$611K 0.19%
39,440
83
$608K 0.19%
15,137
-242
84
$605K 0.19%
3,110
+50
85
$594K 0.19%
1,086
-38
86
$564K 0.18%
20,000
87
$562K 0.18%
2,462
+48
88
$559K 0.18%
828
-18
89
$559K 0.18%
10,198
+10
90
$538K 0.17%
9,970
-50
91
$538K 0.17%
8,091
-35
92
$536K 0.17%
12,615
+2,345
93
$527K 0.17%
3,605
-12,597
94
$524K 0.17%
1,574
-66
95
$513K 0.16%
1,260
+258
96
$512K 0.16%
4,444
+1,473
97
$500K 0.16%
2,892
+53
98
$498K 0.16%
4,521
+1,078
99
$494K 0.16%
1,629
+316
100
$494K 0.16%
11,320
+55
2 3
4
5 6