WMA

West Michigan Advisors Portfolio holdings

AUM $416M
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.78M
3
+$1.24M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.07M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$540K

Top Sells

1
+$6.52M
2
+$3.64M
3
+$1.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$535K
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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