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
$321M
AUM Growth
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.97M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M

Top Sells

1
+$1.36M
2
+$668K
3
+$589K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$261K
5
VZ icon
Verizon
VZ
+$215K

Sector Composition

1 Technology 6.49%
2 Consumer Staples 5.92%
3 Financials 4.19%
4 Healthcare 3.57%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39.4K 0.01%
949
+24
252
$38.9K 0.01%
753
-124
253
$38.2K 0.01%
217
254
$35.6K 0.01%
717
+10
255
$35.2K 0.01%
1,250
256
$34.6K 0.01%
455
257
$34.5K 0.01%
990
258
$34.2K 0.01%
679
+400
259
$34.1K 0.01%
593
+64
260
$33.6K 0.01%
+1,490
261
$33.6K 0.01%
527
+122
262
$33.5K 0.01%
258
-36
263
$33.2K 0.01%
191
264
$32.8K 0.01%
469
265
$30.9K 0.01%
375
266
$30.5K 0.01%
325
267
$30.4K 0.01%
338
268
$29K 0.01%
116
+2
269
$28.9K 0.01%
290
270
$28K 0.01%
339
271
$27.7K 0.01%
600
272
$27.6K 0.01%
157
273
$27.4K 0.01%
1,396
+88
274
$27.4K 0.01%
200
275
$27.2K 0.01%
100
9 10
11
12 13