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
176
$280K 0.08%
13,585
-2,389
177
$280K 0.08%
3,051
-13
178
$278K 0.08%
4,475
-89
179
$277K 0.08%
1,490
-2,270
180
$277K 0.08%
6,191
+8
181
$277K 0.08%
833
-6
182
$276K 0.08%
2,222
-67
183
$274K 0.08%
+997
184
$273K 0.08%
5,887
185
$270K 0.08%
4,501
+132
186
$270K 0.08%
945
-13
187
$268K 0.08%
337
-94
188
$268K 0.08%
6,911
-9,966
189
$268K 0.08%
11,046
+1,482
190
$265K 0.07%
+2,834
191
$264K 0.07%
1,211
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192
$264K 0.07%
+12,597
193
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-49
194
$257K 0.07%
1,629
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195
$257K 0.07%
2,320
-2
196
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+1,157
197
$251K 0.07%
+2,815
198
$250K 0.07%
14,815
-9,799
199
$249K 0.07%
+710
200
$245K 0.07%
13,528
+61
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8
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