WPA

West Paces Advisors Portfolio holdings

AUM $502M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

1 +$542K
2 +$531K
3 +$364K
4
MSFT icon
Microsoft
MSFT
+$236K
5
VTR icon
Ventas
VTR
+$166K

Sector Composition

1 Technology 9.68%
2 Financials 7.5%
3 Healthcare 6.92%
4 Consumer Discretionary 6.05%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.8K 0.02%
396
227
$27.8K 0.02%
360
228
$27.5K 0.02%
242
-100
229
$26.8K 0.02%
282
230
$26.5K 0.02%
415
231
$26K 0.02%
357
232
$24.5K 0.02%
156
233
$24.3K 0.02%
184
234
$24K 0.02%
31
235
$24K 0.02%
150
236
$24K 0.02%
262
237
$23.5K 0.02%
713
238
$23.5K 0.02%
305
239
$23.3K 0.02%
480
240
$23.3K 0.02%
337
241
$22.7K 0.02%
222
242
$22.3K 0.02%
185
243
$21.8K 0.02%
283
244
$21.6K 0.02%
245
245
$21.5K 0.02%
438
246
$21.4K 0.02%
621
247
$21.3K 0.02%
318
248
$21.2K 0.02%
200
249
$20.9K 0.02%
230
250
$20.5K 0.01%
245