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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.46M
4
AAPL icon
Apple
AAPL
+$8M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 11.06%
3 Healthcare 5.89%
4 Consumer Discretionary 5.12%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 9.6%
+53,392
2
$10.3M 7.65%
+62,764
3
$9.46M 7.05%
+247,699
4
$8M 5.96%
+45,072
5
$7.94M 5.91%
+294,799
6
$5.79M 4.32%
+276,593
7
$3.98M 2.97%
+9,118
8
$3.88M 2.89%
+11,543
9
$3.44M 2.56%
+223,012
10
$2.6M 1.94%
+30,661
11
$2.59M 1.93%
+29,538
12
$2.24M 1.67%
+7,323
13
$2.14M 1.6%
+72,860
14
$1.73M 1.29%
+10,380
15
$1.64M 1.22%
+14,348
16
$1.57M 1.17%
+9,323
17
$1.55M 1.16%
+9,822
18
$1.55M 1.16%
+3,744
19
$1.33M 0.99%
+24,245
20
$1.3M 0.97%
+20,536
21
$1.11M 0.83%
+21,448
22
$1.1M 0.82%
+4,036
23
$1.07M 0.8%
+6,180
24
$1.03M 0.77%
+4,110
25
$1.03M 0.77%
+23,341
1
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