WPA

West Paces Advisors Portfolio holdings

AUM $517M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
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 +$3.26M
2 +$2.13M
3 +$1.67M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.31M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$717K

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
$18.2K 0.01%
438
252
$18K 0.01%
307
253
$18K 0.01%
283
254
$17.4K 0.01%
170
255
$17.4K 0.01%
227
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$17K 0.01%
765
+450
257
$16.7K 0.01%
128
258
$16.6K 0.01%
200
259
$16.4K 0.01%
465
260
$16.4K 0.01%
808
261
$16.3K 0.01%
281
262
$16.2K 0.01%
74
263
$16.2K 0.01%
245
264
$16.1K 0.01%
491
265
$15.9K 0.01%
124
266
$15.9K 0.01%
348
267
$15.6K 0.01%
213
268
$15.5K 0.01%
245
269
$15.4K 0.01%
186
270
$15K 0.01%
381
271
$15K 0.01%
160
272
$15K 0.01%
208
273
$14.9K 0.01%
300
274
$14.8K 0.01%
645
275
$14.8K 0.01%
187
+2