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
$137M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$6.57M
3
+$5.73M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.89M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.85M

Top Sells

1
+$5.73M
2
+$5.41M
3
+$1.85M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$1.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K

Sector Composition

1 Financials 11.66%
2 Technology 10.23%
3 Healthcare 6.55%
4 Energy 4.01%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-18,559
127
– –
-10,472
128
– –
-2,351
129
– –
-837
2 3 4 5
6