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
$148M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.99M
3
+$2.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.7M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$937K

Top Sells

1
+$3.73M
2
+$2.59M
3
+$2.47M
4
BND icon
Vanguard Total Bond Market
BND
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.66M

Sector Composition

1 Technology 12.22%
2 Financials 11.77%
3 Healthcare 5.54%
4 Consumer Discretionary 4.95%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70K 0.05%
3,726
127
$62K 0.04%
296
128
$40K 0.03%
20,000
129
$28K 0.02%
+84,000
130
$17K 0.01%
+10,000
131
– –
-372
132
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-1,750
133
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-29,538
134
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-1,203
135
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-5,352
136
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-3,873
137
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138
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-4,050
139
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-3,131
140
– –
-10,852
141
– –
-2,663
2 3 4 5
6