WMA

West Michigan Advisors Portfolio holdings

AUM $416M
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.27M
3
+$734K
4
GILD icon
Gilead Sciences
GILD
+$639K
5
TFIN icon
Triumph Financial Inc
TFIN
+$613K

Top Sells

1
+$3.08M
2
+$2.11M
3
+$1.46M
4
APP icon
Applovin
APP
+$638K
5
NTRA icon
Natera
NTRA
+$616K

Sector Composition

1 Consumer Discretionary 18.18%
2 Technology 13.01%
3 Financials 8.95%
4 Healthcare 5.71%
5 Industrials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.08%
958
+1
177
$243K 0.08%
1,675
-74
178
$242K 0.08%
9,564
-1,609
179
$241K 0.08%
+1,508
180
$237K 0.08%
6,095
-274
181
$236K 0.08%
4,369
182
$235K 0.08%
+6,373
183
$232K 0.08%
806
+12
184
$232K 0.08%
+7,373
185
$231K 0.08%
+380
186
$230K 0.08%
5,978
-1,293
187
$227K 0.08%
5,450
-243
188
$227K 0.08%
+8,979
189
$226K 0.08%
2,543
-1,657
190
$226K 0.07%
+2,322
191
$224K 0.07%
1,906
-17
192
$223K 0.07%
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193
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194
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1,098
-2,146
195
$217K 0.07%
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196
$216K 0.07%
7,562
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197
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562
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198
$215K 0.07%
1,706
+13
199
$213K 0.07%
6,416
+106
200
$213K 0.07%
+1,236
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