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
$322M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.03M
3
+$805K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$407K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$369K

Top Sells

1
+$3.45M
2
+$2.76M
3
+$680K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$599K
5
AAPL icon
Apple
AAPL
+$587K

Sector Composition

1 Consumer Staples 5.84%
2 Technology 5.75%
3 Healthcare 3.62%
4 Consumer Discretionary 3.46%
5 Financials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27.6K 0.01%
676
+32
277
$27.1K 0.01%
607
+90
278
$26.7K 0.01%
69
+5
279
$26.5K 0.01%
1,431
-250
280
$26.5K 0.01%
159
+19
281
$26.1K 0.01%
2,074
-5
282
$26.1K 0.01%
157
283
$26K 0.01%
964
284
$25.3K 0.01%
+309
285
$24.8K 0.01%
335
286
$24.6K 0.01%
100
287
$24.1K 0.01%
633
-74
288
$23.9K 0.01%
300
289
$23.8K 0.01%
315
-60
290
$23.8K 0.01%
394
+77
291
$23.5K 0.01%
176
+56
292
$23.3K 0.01%
244
+73
293
$23.1K 0.01%
641
+100
294
$23K 0.01%
75
295
$22.8K 0.01%
837
-500
296
$22.3K 0.01%
107
+6
297
$22.2K 0.01%
397
-1,085
298
$22.1K 0.01%
+350
299
$21.8K 0.01%
161
300
$21.7K 0.01%
402
10 11
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