WMA
West Michigan Advisors Portfolio holdings
AUM
$354M
This Quarter Return
-13.43%
1 Year Return
+9.56%
3 Year Return
+45.77%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-21%)
Cap. Flow
-$2.44M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
45.16%
Holding
138
New
8
Increased
61
Reduced
37
Closed
23
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.52M |
| 2 |
Pacer Trendpilot US Bond ETF
PTBD
|
$3.64M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.72M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$535K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$464K |
Sector Composition
| 1 | Financials | 12.53% |
| 2 | Technology | 12.29% |
| 3 | Healthcare | 7.31% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Energy | 3.92% |
