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
176
$23.8K 0.01%
+20,000
177
$3.8K ﹤0.01%
+248
178
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179
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-6,750
180
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-45,650
181
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182
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183
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184
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189
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191
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192
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4 5 6 7
8