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
$130M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.07M
3 +$1.44M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.19%
2 Financials 8.14%
3 Healthcare 6.98%
4 Consumer Discretionary 5.79%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14.8K 0.01%
187
+2
277
$14.6K 0.01%
122
278
$14.4K 0.01%
230
279
$14.4K 0.01%
200
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$14.1K 0.01%
20,000
+10,000
281
$14K 0.01%
315
282
$14K 0.01%
325
283
$13.9K 0.01%
126
-296
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$13.9K 0.01%
93
285
$13.7K 0.01%
242
286
$13.4K 0.01%
227
287
$13.3K 0.01%
324
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$12.8K 0.01%
336
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$12.8K 0.01%
96
290
$12.7K 0.01%
340
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$12.7K 0.01%
385
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$12.4K 0.01%
190
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$12.3K 0.01%
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$12.3K 0.01%
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$12.1K 0.01%
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296
$12K 0.01%
104
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$11.9K 0.01%
232
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$11.8K 0.01%
196
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$11.8K 0.01%
179
300
$11.8K 0.01%
255