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
$143M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$1.97M
3 +$1.79M
4
GPC icon
Genuine Parts
GPC
+$672K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$462K

Top Sells

1 +$2.11M
2 +$1.52M
3 +$1.36M
4
RNST icon
Renasant Corp
RNST
+$1.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.73%
2 Financials 7.06%
3 Consumer Discretionary 6.13%
4 Healthcare 5.64%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$15K 0.01%
242
277
$14.7K 0.01%
336
278
$14.6K 0.01%
206
279
$14.6K 0.01%
104
280
$14.4K 0.01%
82
281
$14.3K 0.01%
57
282
$14.3K 0.01%
765
283
$14.2K 0.01%
340
284
$14.1K 0.01%
196
285
$14.1K 0.01%
1,090
286
$14K 0.01%
324
287
$13.7K 0.01%
236
288
$13.6K 0.01%
232
289
$13.5K 0.01%
179
290
$13.5K 0.01%
190
291
$13.3K 0.01%
240
292
$13.2K 0.01%
150
293
$13.2K 0.01%
275
294
$13.1K 0.01%
199
-46
295
$12.9K 0.01%
85
296
$12.8K 0.01%
242
297
$12.7K 0.01%
81
298
$12.6K 0.01%
817
299
$12.5K 0.01%
242
300
$12.2K 0.01%
235