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
$167M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.63%
2 Financials 6.7%
3 Consumer Discretionary 5.73%
4 Healthcare 4.31%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.8K 0.02%
713
227
$27.6K 0.02%
305
228
$27.5K 0.02%
642
229
$27.4K 0.02%
222
230
$26.7K 0.02%
445
231
$26.5K 0.02%
180
232
$26.5K 0.02%
633
+195
233
$26.3K 0.02%
113
-13
234
$26.3K 0.02%
225
235
$26.2K 0.02%
245
236
$26.1K 0.02%
126
237
$26.1K 0.02%
230
238
$25.8K 0.02%
153
239
$25.4K 0.02%
282
240
$25.2K 0.02%
4,500
241
$24.9K 0.01%
480
242
$24.5K 0.01%
330
243
$24.1K 0.01%
176
244
$23.7K 0.01%
1,118
+150
245
$23.6K 0.01%
456
246
$23.4K 0.01%
318
247
$23.3K 0.01%
420
248
$23.3K 0.01%
431
249
$22.9K 0.01%
+455
250
$22.9K 0.01%
184