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
$225M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Sells

1 +$712K
2 +$399K
3 +$278K
4
HD icon
Home Depot
HD
+$271K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$217K

Sector Composition

1 Technology 6.95%
2 Financials 4.56%
3 Consumer Discretionary 4.03%
4 Healthcare 3.85%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20K 0.01%
208
252
$19.7K 0.01%
240
253
$19.2K 0.01%
242
254
$18.9K 0.01%
106
255
$18.8K 0.01%
131
-4
256
$18.7K 0.01%
239
257
$18.3K 0.01%
621
258
$18.2K 0.01%
328
259
$17.7K 0.01%
104
260
$17.5K 0.01%
370
261
$17.3K 0.01%
173
262
$17.1K 0.01%
68
263
$17.1K 0.01%
300
264
$16.6K 0.01%
86
265
$16.5K 0.01%
160
266
$16.5K 0.01%
182
267
$16.4K 0.01%
227
268
$16.4K 0.01%
176
269
$16.2K 0.01%
466
270
$15.9K 0.01%
320
271
$15.5K 0.01%
46
-22
272
$15.3K 0.01%
88
273
$15.2K 0.01%
327
274
$14.7K 0.01%
183
275
$14.6K 0.01%
254