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
201
$243K 0.07%
+3,481
202
$243K 0.07%
+1,596
203
$240K 0.07%
5,533
+120
204
$238K 0.07%
+1,847
205
$237K 0.07%
2,209
+7
206
$236K 0.07%
+4,725
207
$232K 0.07%
5,795
-300
208
$229K 0.06%
+4,341
209
$226K 0.06%
584
+22
210
$225K 0.06%
5,856
-122
211
$223K 0.06%
+11,731
212
$222K 0.06%
+1,258
213
$222K 0.06%
1,682
-24
214
$221K 0.06%
+5,511
215
$220K 0.06%
+6,464
216
$220K 0.06%
+652
217
$219K 0.06%
+265
218
$219K 0.06%
881
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219
$217K 0.06%
+969
220
$214K 0.06%
7,290
-272
221
$212K 0.06%
684
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222
$210K 0.06%
6,268
-148
223
$205K 0.06%
+5,560
224
$202K 0.06%
+2,445
225
$202K 0.06%
+820
6 7 8
9
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