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
$185M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$6.19M
3 +$1.56M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$797K
5
ABBV icon
AbbVie
ABBV
+$492K

Sector Composition

1 Technology 6.98%
2 Financials 4.73%
3 Consumer Discretionary 4.61%
4 Healthcare 4.36%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.8K 0.01%
270
252
$19.7K 0.01%
+346
253
$19.4K 0.01%
808
254
$18.3K 0.01%
300
255
$17.8K 0.01%
135
-5
256
$17.8K 0.01%
113
257
$17.2K 0.01%
68
258
$17.1K 0.01%
208
259
$17K 0.01%
114
260
$17K 0.01%
405
261
$16.6K 0.01%
96
262
$16.6K 0.01%
454
263
$16.3K 0.01%
227
264
$16.3K 0.01%
110
265
$16.2K 0.01%
621
266
$16.1K 0.01%
185
267
$15.9K 0.01%
420
268
$15.8K 0.01%
193
269
$15.4K 0.01%
242
270
$15.4K 0.01%
+693
271
$15.2K 0.01%
305
-51
272
$15.1K 0.01%
108
273
$15.1K 0.01%
173
274
$14.9K 0.01%
466
275
$14.8K 0.01%
140