WEST MICHIGAN ADVISORS, LLC logo

WEST MICHIGAN ADVISORS, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for WEST MICHIGAN ADVISORS, LLC with $410.0M in long positions as of Q3 2025, 27% allocated to ETF, and 33% concentrated in top 10 positions.

Portfolio Value
$410.0M
Top 10 Concentration
33%
Top Sector
ETF (27%)
US Exposure
95%
Market Cap Focus
Large Cap
Countries
9

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 26.70%ETFTechnology: 19.80%TechnologyConsumer Cyclical: 17.10%Consumer CyclicalFinancial Services: 8.10%Healthcare: 6.40%Industrials: 5.30%Communication Services: 4.10%Consumer Defensive: 3.50%Basic Materials: 2.90%Energy: 2.60%Utilities: 1.50%Real Estate: 0.20%
ETF
26.70%
Technology
19.80%
Consumer Cyclical
17.10%
Financial Services
8.10%
Healthcare
6.40%
Industrials
5.30%
Communication Services
4.10%
Consumer Defensive
3.50%
Basic Materials
2.90%
Energy
2.60%
Utilities
1.50%
Real Estate
0.20%

Industry Breakdown

65 industries across all sectors

ETF: 26.73%ETFAuto - Parts: 12.37%Auto - PartsSemiconductors: 7.20%Software - Infrastructure: 4.66%Drug Manufacturers - General: 3.31%Consumer Electronics: 2.83%Telecommunications Services: 2.33%Gold: 2.06%Banks - Regional: 1.94%Communication Equipment: 1.93%Specialty Retail: 1.87%Banks - Diversified: 1.83%Industrial - Machinery: 1.77%Biotechnology: 1.70%Information Technology Services: 1.67%Internet Content & Information: 1.48%Discount Stores: 1.40%Financial - Credit Services: 1.23%Software - Application: 1.17%46 more: 18.68%46 more
ETF
ETF
26.73%
Auto - Parts
Consumer Cyclical
12.37%
Semiconductors
Technology
7.20%
Software - Infrastructure
Technology
4.66%
Drug Manufacturers - General
Healthcare
3.31%
Consumer Electronics
Technology
2.83%
Telecommunications Services
Communication Services
2.33%
Gold
Basic Materials
2.06%
Banks - Regional
Financial Services
1.94%
Communication Equipment
Technology
1.93%
Specialty Retail
Consumer Cyclical
1.87%
Banks - Diversified
Financial Services
1.83%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 26.88%Mega Cap (> $200B)Large Cap ($10B - $200B): 30.14%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 14.46%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.34%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 28.05%N/A (ETF or Unknown)
Mega Cap (> $200B)
26.88%
Large Cap ($10B - $200B)
30.14%
Mid Cap ($2B - $10B)
14.46%
Small Cap ($300M - $2B)
0.34%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
28.05%

Portfolio Concentration

Top 10 Holdings %
33.09%
Top 20 Holdings %
43.66%
Top 50 Holdings %
64.13%
Top 100 Holdings %
84.11%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.77%
International
5.23%
Countries
9
Largest Int'l Market
Ireland - 2.38%
United States of America
94.77% ($388.5M)
245 holdings
Ireland
2.38% ($9.8M)
5 holdings
South Africa
0.70% ($2.9M)
1 holdings
Netherlands
0.70% ($2.9M)
1 holdings
Luxembourg
0.63% ($2.6M)
1 holdings
Switzerland
0.57% ($2.3M)
1 holdings
Canada
0.14% ($591.5K)
1 holdings
Finland
0.10% ($393.6K)
1 holdings
India
0.01% ($28.0K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
13.5 quarters
Avg. Top 20
12.9 quarters
Avg. All Positions
7.3 quarters
Median Holding Period
6 quarters
Persistence Rate
62.26%
Persistent Holdings Weight
77.36%
Persistent Positions
160
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 15 quarters

Position Sizing & Influence

Current Quarter

Largest Ownership Stake
Gentex Corp logo
Gentex CorpGNTX - 0.82%
Avg. Ownership Stake
0.14%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. Ownership Stake
0.14%
Largest Ownership Stake
Gentex Corp logo
Gentex CorpGNTX - 0.82% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
20.4%
Value Traded
$83.61M
Positions Added
42
Positions Exited
32

Historical (Since Q4 2021)

Avg. Turnover Ratio
15.1%
Avg. Positions Added
24
Avg. Positions Exited
15
Highest Turnover
50.0%
Q4 2021
Lowest Turnover
4.9%
Q3 2022

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