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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.71M
3
+$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.02%
+465
277
$15.9K 0.01%
+116
278
$15.9K 0.01%
+321
279
$15.8K 0.01%
+300
280
$15.8K 0.01%
+203
281
$15.6K 0.01%
+577
282
$15.4K 0.01%
+196
283
$15.2K 0.01%
+184
284
$15.1K 0.01%
+180
285
$14.9K 0.01%
+345
286
$14.8K 0.01%
+324
287
$14.7K 0.01%
+456
288
$14.4K 0.01%
+260
289
$14.4K 0.01%
+217
290
$14.4K 0.01%
+461
291
$14.3K 0.01%
+173
292
$14K 0.01%
+100
293
$14K 0.01%
+122
294
$13.7K 0.01%
+461
295
$13.6K 0.01%
+239
296
$13.4K 0.01%
+188
297
$13.2K 0.01%
+311
298
$13.2K 0.01%
+420
299
$13.2K 0.01%
+246
300
$13.2K 0.01%
+205
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