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
101
$487K 0.16%
5,000
102
$483K 0.15%
10,000
103
$475K 0.15%
1,519
+254
104
$469K 0.15%
1,735
-76
105
$462K 0.15%
+4,112
106
$458K 0.15%
5,869
-82
107
$453K 0.14%
2,108
+352
108
$452K 0.14%
532
+5
109
$451K 0.14%
1,011
-32
110
$431K 0.14%
5,200
111
$431K 0.14%
+3,993
112
$430K 0.14%
2,439
-21
113
$423K 0.13%
3,967
+459
114
$418K 0.13%
1,625
-39
115
$414K 0.13%
2,799
-132
116
$412K 0.13%
523
+8
117
$409K 0.13%
6,209
-1,685
118
$394K 0.13%
4,002
+1,924
119
$390K 0.12%
1,654
-186
120
$379K 0.12%
12,455
+3,620
121
$377K 0.12%
+8,440
122
$363K 0.12%
2,261
-82
123
$357K 0.11%
2,375
+34
124
$355K 0.11%
1,178
+151
125
$349K 0.11%
7,190
+255
3 4
5
6 7