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
$160M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Sells

1 +$539K
2 +$223K
3 +$127K
4
WEC icon
WEC Energy
WEC
+$115K
5
APD icon
Air Products & Chemicals
APD
+$111K

Sector Composition

1 Technology 8.2%
2 Financials 6.37%
3 Consumer Discretionary 5.7%
4 Healthcare 4.76%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.4K 0.01%
808
252
$19.2K 0.01%
190
+3
253
$19.1K 0.01%
348
254
$18.9K 0.01%
186
255
$18.8K 0.01%
648
-20
256
$18.1K 0.01%
74
257
$18K 0.01%
208
258
$18K 0.01%
254
+24
259
$18K 0.01%
200
260
$17.6K 0.01%
122
261
$17.6K 0.01%
227
262
$17.6K 0.01%
438
263
$17.6K 0.01%
315
264
$17.5K 0.01%
213
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$17.4K 0.01%
160
266
$17.3K 0.01%
104
267
$17.3K 0.01%
+584
268
$16.5K 0.01%
236
269
$16.4K 0.01%
96
270
$16.3K 0.01%
242
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$16.1K 0.01%
346
-69
272
$15.9K 0.01%
645
273
$15.8K 0.01%
93
274
$15.7K 0.01%
196
275
$15.2K 0.01%
240