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

Top Buys

1 +$5.17M
2 +$957K
3 +$346K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$303K
5
MCD icon
McDonald's
MCD
+$274K

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%
202
277
$14.6K 0.01%
85
278
$14.4K 0.01%
1,037
279
$14.4K 0.01%
206
280
$14.3K 0.01%
817
281
$14.3K 0.01%
82
282
$14.3K 0.01%
449
283
$14.1K 0.01%
324
284
$13.8K 0.01%
385
285
$13.8K 0.01%
230
286
$13.8K 0.01%
208
287
$13.5K 0.01%
73
288
$13.4K 0.01%
110
289
$13.2K 0.01%
710
290
$13.2K 0.01%
242
-61
291
$13K 0.01%
136
292
$13K 0.01%
253
293
$12.9K 0.01%
177
294
$12.7K 0.01%
465
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$12.7K 0.01%
246
296
$12.7K 0.01%
241
297
$12.5K 0.01%
180
298
$12K 0.01%
138
299
$11.9K 0.01%
196
300
$11.8K 0.01%
370