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
$139M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

1 +$542K
2 +$531K
3 +$364K
4
MSFT icon
Microsoft
MSFT
+$236K
5
VTR icon
Ventas
VTR
+$166K

Sector Composition

1 Technology 9.68%
2 Financials 7.5%
3 Healthcare 6.92%
4 Consumer Discretionary 6.05%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16.4K 0.01%
348
277
$16.4K 0.01%
242
278
$16.3K 0.01%
206
279
$16.3K 0.01%
324
280
$16.2K 0.01%
200
281
$16K 0.01%
10,000
282
$15.7K 0.01%
315
283
$15.7K 0.01%
232
284
$15.6K 0.01%
336
285
$15.4K 0.01%
82
286
$15.1K 0.01%
208
287
$14.9K 0.01%
645
288
$14.8K 0.01%
275
289
$14.8K 0.01%
160
290
$14.8K 0.01%
85
291
$14.5K 0.01%
253
292
$14.5K 0.01%
213
293
$14K 0.01%
96
294
$14K 0.01%
242
295
$13.9K 0.01%
299
-303
296
$13.9K 0.01%
196
297
$13.6K 0.01%
148
298
$13.5K 0.01%
104
299
$13.3K 0.01%
81
300
$13.3K 0.01%
817