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
251
$20.3K 0.01%
381
252
$19.9K 0.01%
200
253
$19.7K 0.01%
255
254
$19.6K 0.01%
1,090
255
$19.6K 0.01%
305
256
$19.4K 0.01%
124
257
$19.1K 0.01%
281
258
$19.1K 0.01%
420
259
$19K 0.01%
808
260
$19K 0.01%
491
261
$19K 0.01%
307
262
$18.8K 0.01%
74
263
$18.6K 0.01%
128
264
$18.6K 0.01%
170
265
$18.4K 0.01%
186
266
$18.2K 0.01%
300
267
$17.9K 0.01%
325
268
$17.9K 0.01%
465
269
$17.9K 0.01%
122
270
$17.4K 0.01%
227
271
$17.3K 0.01%
227
272
$17.1K 0.01%
93
273
$16.8K 0.01%
230
274
$16.7K 0.01%
385
275
$16.5K 0.01%
240