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
$167M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.63%
2 Financials 6.7%
3 Consumer Discretionary 5.73%
4 Healthcare 4.31%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$22.7K 0.01%
156
252
$21.4K 0.01%
227
253
$21.2K 0.01%
381
254
$20.5K 0.01%
410
-81
255
$20.4K 0.01%
188
+2
256
$20.1K 0.01%
170
257
$20.1K 0.01%
621
258
$20.1K 0.01%
452
259
$19.5K 0.01%
808
260
$19.3K 0.01%
755
+107
261
$19.1K 0.01%
315
262
$18.9K 0.01%
465
263
$18.6K 0.01%
247
+5
264
$18.5K 0.01%
75
+1
265
$18.4K 0.01%
227
266
$18.3K 0.01%
124
267
$18.2K 0.01%
348
268
$18.1K 0.01%
160
269
$18K 0.01%
208
270
$17.7K 0.01%
104
271
$17.6K 0.01%
122
272
$17.1K 0.01%
645
273
$16.8K 0.01%
172
-18
274
$16.8K 0.01%
93
275
$16.7K 0.01%
213