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
$225M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Sells

1 +$796K
2 +$426K
3 +$307K
4
HD icon
Home Depot
HD
+$262K
5
HON icon
Honeywell
HON
+$222K

Sector Composition

1 Technology 6.95%
2 Financials 4.56%
3 Consumer Discretionary 4.03%
4 Healthcare 3.85%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.6K 0.01%
142
227
$27.5K 0.01%
765
228
$27.4K 0.01%
203
229
$26.4K 0.01%
808
230
$26.1K 0.01%
119
231
$25.7K 0.01%
301
232
$25.6K 0.01%
513
233
$25.2K 0.01%
209
234
$24.7K 0.01%
329
235
$24.7K 0.01%
5,340
236
$24.3K 0.01%
759
237
$23.9K 0.01%
217
238
$23.7K 0.01%
660
239
$23.3K 0.01%
167
240
$23.1K 0.01%
270
241
$22.5K 0.01%
383
242
$22.4K 0.01%
457
243
$22.3K 0.01%
+329
244
$22.2K 0.01%
523
245
$22K 0.01%
90
246
$21.8K 0.01%
96
247
$21.8K 0.01%
545
248
$21.8K 0.01%
75
249
$20.7K 0.01%
76
250
$20.2K 0.01%
140