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
$134M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.47%
2 Financials 7.42%
3 Healthcare 6.13%
4 Consumer Discretionary 5.06%
5 Consumer Staples 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14.7K 0.01%
1,328
-452
277
$14.7K 0.01%
202
278
$14.6K 0.01%
85
279
$14.4K 0.01%
1,037
280
$14.4K 0.01%
206
281
$14.3K 0.01%
817
282
$14.3K 0.01%
82
283
$14.3K 0.01%
449
284
$14.1K 0.01%
324
285
$13.8K 0.01%
385
286
$13.8K 0.01%
230
287
$13.8K 0.01%
208
288
$13.5K 0.01%
73
289
$13.4K 0.01%
110
290
$13.2K 0.01%
710
291
$13.2K 0.01%
242
-61
292
$13K 0.01%
136
293
$13K 0.01%
253
294
$12.9K 0.01%
177
295
$12.7K 0.01%
465
296
$12.7K 0.01%
246
297
$12.7K 0.01%
241
298
$12.5K 0.01%
180
299
$12K 0.01%
138
300
$11.9K 0.01%
196