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
251
$18.9K 0.01%
318
252
$18.2K 0.01%
438
253
$18K 0.01%
345
254
$18K 0.01%
283
255
$17.4K 0.01%
170
256
$17.4K 0.01%
227
257
$17K 0.01%
765
+450
258
$16.7K 0.01%
128
259
$16.6K 0.01%
200
260
$16.4K 0.01%
465
261
$16.4K 0.01%
808
262
$16.3K 0.01%
281
263
$16.2K 0.01%
74
264
$16.2K 0.01%
245
265
$16.1K 0.01%
491
266
$15.9K 0.01%
124
267
$15.9K 0.01%
348
268
$15.6K 0.01%
213
269
$15.5K 0.01%
245
270
$15.4K 0.01%
186
271
$15K 0.01%
381
272
$15K 0.01%
160
273
$15K 0.01%
208
274
$14.9K 0.01%
300
275
$14.8K 0.01%
645