WMA

West Michigan Advisors Portfolio holdings

AUM $436M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.04M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.44M
5
RCL icon
Royal Caribbean
RCL
+$886K

Top Sells

1
+$2.86M
2
+$734K
3
+$450K
4
DOCS icon
Doximity
DOCS
+$427K
5
MO icon
Altria Group
MO
+$352K

Sector Composition

1 Technology 16.11%
2 Consumer Discretionary 15.67%
3 Financials 8.5%
4 Industrials 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$571K 0.16%
1,034
-373
102
$561K 0.16%
3,012
+124
103
$556K 0.16%
+15,230
104
$555K 0.16%
3,022
+1,786
105
$549K 0.16%
1,618
-398
106
$544K 0.15%
7,432
-86
107
$535K 0.15%
+2,759
108
$514K 0.15%
2,159
-16
109
$509K 0.14%
10,387
+32
110
$508K 0.14%
10,376
111
$508K 0.14%
8,083
+2,364
112
$495K 0.14%
939
-4
113
$478K 0.14%
10,300
114
$477K 0.13%
+2,438
115
$473K 0.13%
4,268
-1,439
116
$469K 0.13%
5,000
-100
117
$462K 0.13%
440
+44
118
$453K 0.13%
7,082
-1,981
119
$449K 0.13%
+3,614
120
$442K 0.12%
5,033
-1,398
121
$439K 0.12%
3,296
+858
122
$430K 0.12%
3,990
+96
123
$428K 0.12%
5,358
-35,956
124
$427K 0.12%
7,213
-261
125
$421K 0.12%
3,998
-3,975
3 4
5
6 7