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
$187M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$3.05M
3 +$887K
4
AMGN icon
Amgen
AMGN
+$550K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$394K

Top Sells

1 +$14M
2 +$7.1M
3 +$3.15M
4
RTX icon
RTX Corp
RTX
+$373K
5
MPC icon
Marathon Petroleum
MPC
+$346K

Sector Composition

1 Technology 13.97%
2 Financials 7.83%
3 Healthcare 7.29%
4 Consumer Discretionary 5.62%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$236K 0.13%
1,744
+10
127
$232K 0.12%
+1,937
128
$232K 0.12%
850
-15
129
$228K 0.12%
18,318
+291
130
$222K 0.12%
589
+5
131
$215K 0.12%
5,000
132
$215K 0.12%
2,356
+6
133
$215K 0.11%
1,097
-13
134
$214K 0.11%
930
-229
135
$211K 0.11%
4,761
136
$209K 0.11%
+2,205
137
$209K 0.11%
2,904
-5,176
138
$204K 0.11%
1,777
+31
139
$203K 0.11%
2,695
-1
140
$203K 0.11%
6,444
+70
141
$200K 0.11%
2,869
-196
142
$199K 0.11%
+1,407
143
$126K 0.07%
+3,088
144
$115K 0.06%
+3,121
145
$57K 0.03%
+532
146
$20.2K 0.01%
+726
147
$14.6K 0.01%
+1,100
148
$11K 0.01%
+249
149
$1.86K ﹤0.01%
+37
150
-2,242