WMA
West Michigan Advisors Portfolio holdings
AUM
$354M
1-Year Return
9.56%
This Quarter Return
+2.01%
1 Year Return
+9.56%
3 Year Return
+45.77%
5 Year Return
–
10 Year Return
–
AUM
$331M
AUM Growth
-$99K
(-0.03%)
Cap. Flow
+$127K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
38.07%
Holding
242
New
51
Increased
66
Reduced
102
Closed
14
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$8.63M |
| 2 |
Applovin
APP
|
$638K |
| 3 |
Spotify
SPOT
|
$634K |
| 4 |
Natera
NTRA
|
$616K |
| 5 |
Royal Caribbean
RCL
|
$605K |
Top Sells
| 1 |
Gentex
GNTX
|
$9.38M |
| 2 |
Innovator US Equity Power Buffer ETF September
PSEP
|
$8.2M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.24M |
| 4 |
ProShares Short Russell2000
RWM
|
$1.21M |
| 5 |
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% |
