WMA

West Michigan Advisors Portfolio holdings

AUM $436M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.04M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.44M
5
RCL icon
Royal Caribbean
RCL
+$886K

Top Sells

1
+$2.86M
2
+$734K
3
+$450K
4
DOCS icon
Doximity
DOCS
+$427K
5
MO icon
Altria Group
MO
+$352K

Sector Composition

1 Technology 16.11%
2 Consumer Discretionary 15.67%
3 Financials 8.5%
4 Industrials 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$341K 0.1%
9,554
+3,181
152
$336K 0.09%
3,155
-21
153
$335K 0.09%
898
+153
154
$335K 0.09%
4,181
+11
155
$332K 0.09%
3,406
-319
156
$329K 0.09%
6,683
-106
157
$328K 0.09%
583
+11
158
$323K 0.09%
2,377
+5
159
$322K 0.09%
1,077
+13
160
$322K 0.09%
6,100
-759
161
$319K 0.09%
2,413
-76
162
$318K 0.09%
6,025
-203
163
$308K 0.09%
1,095
164
$307K 0.09%
1,136
+119
165
$305K 0.09%
2,287
-13
166
$300K 0.08%
+6,210
167
$299K 0.08%
+6,703
168
$292K 0.08%
+6,618
169
$290K 0.08%
2,042
-124
170
$289K 0.08%
+4,953
171
$286K 0.08%
4,187
-2,309
172
$285K 0.08%
13,935
+25
173
$284K 0.08%
1,240
+21
174
$284K 0.08%
7,123
-699
175
$282K 0.08%
9,741
+561
5 6
7
8 9