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
$331M
AUM Growth
-$99K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$638K
3
+$634K
4
NTRA icon
Natera
NTRA
+$616K
5
RCL icon
Royal Caribbean
RCL
+$605K

Top Sells

1
+$9.38M
2
+$8.2M
3
+$1.24M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.21M
5
SH icon
ProShares Short S&P500
SH
+$1.2M

Sector Composition

1 Consumer Discretionary 17.83%
2 Technology 16.32%
3 Financials 8.29%
4 Healthcare 5.1%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$299K 0.09%
+8,030
152
$299K 0.09%
2,091
-125
153
$298K 0.09%
6,834
-51
154
$298K 0.09%
14,383
-101
155
$296K 0.09%
11,173
-372
156
$294K 0.09%
2,307
-18
157
$294K 0.09%
+885
158
$293K 0.09%
988
+54
159
$289K 0.09%
1,093
-58
160
$288K 0.09%
+3,435
161
$288K 0.09%
+8,076
162
$285K 0.09%
2,284
+12
163
$284K 0.09%
1,749
+81
164
$284K 0.09%
+18,438
165
$282K 0.09%
+3,814
166
$282K 0.09%
7,271
-2,573
167
$282K 0.09%
+6,384
168
$280K 0.08%
4,500
-225
169
$280K 0.08%
+4,115
170
$276K 0.08%
+856
171
$275K 0.08%
957
-9
172
$275K 0.08%
+2,423
173
$275K 0.08%
835
-3
174
$272K 0.08%
+10,300
175
$271K 0.08%
734
5 6
7
8 9