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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.46M
4
AAPL icon
Apple
AAPL
+$8M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 11.06%
3 Healthcare 5.89%
4 Consumer Discretionary 5.12%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.19%
+1,243
102
$252K 0.19%
+1,750
103
$251K 0.19%
+4,875
104
$247K 0.18%
+2,396
105
$244K 0.18%
+405
106
$243K 0.18%
+8,098
107
$242K 0.18%
+5,793
108
$240K 0.18%
+1,195
109
$236K 0.18%
+3,873
110
$228K 0.17%
+2,178
111
$224K 0.17%
+995
112
$218K 0.16%
+1,275
113
$217K 0.16%
+1,545
114
$212K 0.16%
+3,359
115
$212K 0.16%
+317
116
$211K 0.16%
+372
117
$210K 0.16%
+1,203
118
$210K 0.16%
+1,393
119
$205K 0.15%
+958
120
$202K 0.15%
+2,663
121
$144K 0.11%
+12,865
122
$92K 0.07%
+10,000
123
$68K 0.05%
+11,179
124
$41K 0.03%
+296
125
$35K 0.03%
+20,000
1 2 3 4
5