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
$314M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$1.87M
3
+$1.85M
4
NEE icon
NextEra Energy
NEE
+$1.8M
5
VZ icon
Verizon
VZ
+$1.79M

Top Sells

1
+$8.11M
2
+$3.93M
3
+$1.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
5
DRI icon
Darden Restaurants
DRI
+$1.77M

Sector Composition

1 Consumer Discretionary 23.72%
2 Technology 13.96%
3 Financials 7.25%
4 Healthcare 5.65%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.11%
1,464
-9
127
$349K 0.11%
910
+6
128
$341K 0.11%
46,000
+15,000
129
$329K 0.1%
2,027
-15
130
$324K 0.1%
+429
131
$318K 0.1%
+15,604
132
$316K 0.1%
568
-15
133
$313K 0.1%
6,105
+139
134
$310K 0.1%
5,421
+660
135
$308K 0.1%
6,394
+40
136
$291K 0.09%
2,285
+516
137
$290K 0.09%
10,364
-570
138
$289K 0.09%
2,625
-487
139
$288K 0.09%
+11,354
140
$287K 0.09%
3,965
141
$287K 0.09%
2,422
-181
142
$283K 0.09%
+14,230
143
$282K 0.09%
2,404
144
$281K 0.09%
9,802
+7
145
$276K 0.09%
5,392
+75
146
$275K 0.09%
1,131
-7
147
$275K 0.09%
+2,000
148
$273K 0.09%
674
+14
149
$269K 0.09%
610
-36
150
$267K 0.08%
2,660
-671
4 5
6
7 8