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
$130M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.07M
3 +$1.44M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.19%
2 Financials 8.14%
3 Healthcare 6.98%
4 Consumer Discretionary 5.79%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.4K 0.02%
282
227
$24.4K 0.02%
357
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$24.2K 0.02%
235
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$23K 0.02%
156
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$22.8K 0.02%
491
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$22.4K 0.02%
262
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$22.2K 0.02%
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$22.2K 0.02%
615
-118
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$22.1K 0.02%
480
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$22K 0.02%
137
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$21.4K 0.02%
337
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$21.2K 0.02%
305
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$21.1K 0.02%
230
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$21K 0.02%
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$20.6K 0.02%
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$20.5K 0.02%
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$20.4K 0.02%
360
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$20.4K 0.02%
642
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$20.3K 0.02%
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$20.1K 0.02%
305
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$20K 0.02%
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$20K 0.02%
184
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$19.3K 0.01%
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$19.2K 0.01%
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