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

Top Sells

1
+$7.3M
2
+$5.69M
3
+$5.36M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$3.13M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.49M

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
151
$20K 0.01%
100,000
152
$11.4K ﹤0.01%
421
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