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
151
$267K 0.08%
+1,371
152
$264K 0.08%
1,238
-45
153
$263K 0.08%
13,590
+211
154
$263K 0.08%
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-30
155
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4,371
+48
156
$254K 0.08%
967
-30
157
$253K 0.08%
1,658
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158
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4,152
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$243K 0.08%
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160
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4,467
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161
$236K 0.08%
16,184
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162
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163
$230K 0.07%
18,357
-1,512
164
$224K 0.07%
940
-1
165
$221K 0.07%
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166
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168
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169
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171
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1,313
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172
$203K 0.06%
345
173
$106K 0.03%
+12,865
174
$80.1K 0.03%
+12,000
175
$51.1K 0.02%
+11,813
4 5 6
7
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