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
101
$302K 0.12%
5,200
102
$301K 0.12%
2,841
-57
103
$294K 0.12%
3,273
+200
104
$291K 0.12%
1,630
105
$290K 0.12%
1,159
-66
106
$289K 0.12%
3,451
-339
107
$287K 0.11%
9,286
+129
108
$286K 0.11%
1,980
-4
109
$281K 0.11%
575
+14
110
$281K 0.11%
3,316
+25
111
$280K 0.11%
821
+3
112
$279K 0.11%
1,496
+211
113
$278K 0.11%
5,828
-237
114
$273K 0.11%
18,027
+250
115
$270K 0.11%
1,280
+18
116
$270K 0.11%
+5,000
117
$269K 0.11%
2,013
+85
118
$265K 0.11%
14,779
+588
119
$263K 0.11%
2,866
+651
120
$263K 0.11%
5,195
-490
121
$257K 0.1%
1,058
-3
122
$247K 0.1%
15,472
-277
123
$247K 0.1%
+7,562
124
$246K 0.1%
625
-84
125
$244K 0.1%
1,734
3 4
5
6 7