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
$250M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$7.1M
2 +$6.27M
3 +$4.82M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.68M
5
TSLA icon
Tesla
TSLA
+$1M

Sector Composition

1 Technology 11.54%
2 Financials 5.94%
3 Healthcare 5.46%
4 Consumer Discretionary 4.52%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$243K 0.1%
754
+46
127
$240K 0.1%
2,242
-139
128
$237K 0.09%
584
+21
129
$233K 0.09%
1,110
130
$230K 0.09%
8,019
-147
131
$227K 0.09%
2,350
-4
132
$226K 0.09%
+9,617
133
$223K 0.09%
4,761
134
$223K 0.09%
+2,644
135
$219K 0.09%
2,105
+157
136
$218K 0.09%
1,257
-21
137
$215K 0.09%
+404
138
$214K 0.09%
1,746
-20
139
$213K 0.09%
+865
140
$212K 0.08%
3,065
+89
141
$209K 0.08%
1,893
+14
142
$206K 0.08%
+4,035
143
$205K 0.08%
4,442
+151
144
$205K 0.08%
6,374
-109
145
$204K 0.08%
2,696
-2
146
$201K 0.08%
+1,829
147
$152K 0.06%
16,344
-989
148
$84.8K 0.03%
25,000
149
$39.6K 0.02%
20,000
150
$21.6K 0.01%
333