WMA
West Michigan Advisors Portfolio holdings
AUM
$354M
This Quarter Return
+7.41%
1 Year Return
+9.56%
3 Year Return
+45.77%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+41%)
Cap. Flow
+$62.7M
Cap. Flow
% of AUM
23.75%
Top 10 Holdings %
Top 10 Hldgs %
47.53%
Holding
171
New
20
Increased
78
Reduced
52
Closed
17
Top Buys
| 1 |
Gentex
GNTX
|
$55.5M |
| 2 |
Comcast
CMCSA
|
$1.7M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.24M |
| 4 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$988K |
| 5 |
Verizon
VZ
|
$671K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 26.06% |
| 2 | Technology | 12.28% |
| 3 | Financials | 6.88% |
| 4 | Healthcare | 6.2% |
| 5 | Industrials | 4.18% |
