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
$160M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Sells

1 +$539K
2 +$229K
3 +$122K
4
MMM icon
3M
MMM
+$120K
5
WEC icon
WEC Energy
WEC
+$120K

Sector Composition

1 Technology 8.2%
2 Financials 6.37%
3 Consumer Discretionary 5.7%
4 Healthcare 4.76%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.4K 0.02%
153
227
$25K 0.02%
305
228
$24.9K 0.02%
360
229
$24.9K 0.02%
305
230
$24.8K 0.02%
642
231
$24.3K 0.02%
159
232
$24.1K 0.02%
456
233
$23.7K 0.01%
420
234
$23.7K 0.01%
176
235
$23.4K 0.01%
128
236
$23.3K 0.01%
225
237
$22.8K 0.01%
318
238
$22.7K 0.01%
452
239
$22.1K 0.01%
491
240
$21.9K 0.01%
431
-60
241
$21.5K 0.01%
968
242
$21.2K 0.01%
245
243
$20.3K 0.01%
381
244
$20.2K 0.01%
124
245
$20K 0.01%
465
246
$19.9K 0.01%
227
247
$19.8K 0.01%
170
248
$19.5K 0.01%
357
249
$19.5K 0.01%
281
250
$19.4K 0.01%
621