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
301
$13K 0.01%
710
302
$12.6K 0.01%
176
303
$12.5K 0.01%
449
304
$12.4K 0.01%
150
305
$12.3K 0.01%
1,328
306
$12.3K 0.01%
136
307
$12.2K 0.01%
242
308
$12.2K 0.01%
110
309
$12.2K 0.01%
34
310
$12.1K 0.01%
241
311
$11.9K 0.01%
179
312
$11.7K 0.01%
190
313
$11.2K 0.01%
86
314
$11.2K 0.01%
88
315
$11.1K 0.01%
119
316
$11.1K 0.01%
57
317
$10.4K 0.01%
236
318
$10.2K 0.01%
216
319
$10.1K 0.01%
508
320
$10.1K 0.01%
235
321
$9.99K 0.01%
158
322
$9.67K 0.01%
87
323
$9.45K 0.01%
109
324
$9.36K 0.01%
409
325
$9.36K 0.01%
92