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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.71M
3 +$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13.1K 0.01%
+255
302
$13.1K 0.01%
+110
303
$13.1K 0.01%
+450
304
$13.1K 0.01%
+705
305
$13.1K 0.01%
+201
306
$12.8K 0.01%
+241
307
$12.6K 0.01%
+165
308
$12.5K 0.01%
+315
309
$12.4K 0.01%
+201
310
$12.4K 0.01%
+162
311
$12.4K 0.01%
+99
312
$12.2K 0.01%
+1,037
313
$11.9K 0.01%
+501
314
$11.8K 0.01%
+160
315
$11.8K 0.01%
+104
316
$11.6K 0.01%
+201
317
$11.6K 0.01%
+385
318
$11.6K 0.01%
+98
319
$11.4K 0.01%
+73
320
$11.4K 0.01%
+89
321
$11.2K 0.01%
+370
322
$11.1K 0.01%
+48
323
$11.1K 0.01%
+147
324
$11K 0.01%
+82
325
$11K 0.01%
+600