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
$143M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.97M
3
+$1.79M
4
GPC icon
Genuine Parts
GPC
+$672K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$462K

Top Sells

1
+$2.11M
2
+$1.52M
3
+$1.36M
4
RNST icon
Renasant Corp
RNST
+$1.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.73%
2 Financials 7.06%
3 Consumer Discretionary 6.13%
4 Healthcare 5.64%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19.3K 0.01%
225
-305
252
$19.3K 0.01%
124
253
$19.3K 0.01%
227
254
$19.2K 0.01%
170
255
$19.1K 0.01%
808
256
$19K 0.01%
187
257
$18.7K 0.01%
438
258
$18.4K 0.01%
200
259
$18K 0.01%
74
260
$17.8K 0.01%
465
261
$17.5K 0.01%
186
262
$17.4K 0.01%
348
263
$17.4K 0.01%
240
-43
264
$17K 0.01%
160
265
$16.7K 0.01%
208
266
$16.7K 0.01%
645
267
$16.6K 0.01%
122
268
$16.4K 0.01%
381
269
$16.2K 0.01%
227
270
$16K 0.01%
93
271
$15.9K 0.01%
10,000
-333,461
272
$15.7K 0.01%
315
273
$15.5K 0.01%
213
274
$15.4K 0.01%
230
275
$15.2K 0.01%
96
9 10
11
12 13