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
176
$270K 0.08%
1,643
-15
177
$269K 0.08%
+4,381
178
$267K 0.08%
+1,939
179
$267K 0.08%
+2,662
180
$266K 0.08%
2,415
-10,825
181
$265K 0.08%
+2,905
182
$265K 0.08%
+133
183
$261K 0.08%
+2,221
184
$261K 0.08%
+616
185
$261K 0.08%
2,201
-98
186
$261K 0.08%
+4,280
187
$258K 0.08%
11,340
+18
188
$258K 0.08%
2,226
+486
189
$255K 0.08%
+6,995
190
$252K 0.08%
1,251
-1
191
$251K 0.08%
+2,383
192
$250K 0.08%
5,693
-871
193
$249K 0.08%
+2,205
194
$248K 0.07%
1,833
-1,400
195
$247K 0.07%
+6,010
196
$244K 0.07%
1,923
-26
197
$242K 0.07%
12,339
-7,578
198
$241K 0.07%
+6,489
199
$232K 0.07%
6,369
-722
200
$230K 0.07%
20,596
6 7
8
9 10