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
301
$11.6K 0.01%
81
302
$11.5K 0.01%
242
303
$11.5K 0.01%
240
304
$11.3K 0.01%
110
305
$11.2K 0.01%
85
306
$11.1K 0.01%
253
307
$11K 0.01%
150
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$11K 0.01%
148
309
$10.9K 0.01%
206
310
$10.9K 0.01%
236
311
$10.8K 0.01%
817
312
$10.8K 0.01%
57
313
$10.6K 0.01%
216
314
$10.6K 0.01%
449
315
$10.4K 0.01%
1,090
316
$10.3K 0.01%
158
317
$10.2K 0.01%
1,328
318
$9.6K 0.01%
34
319
$9.5K 0.01%
710
320
$9.34K 0.01%
136
321
$9.15K 0.01%
235
322
$8.91K 0.01%
44
323
$8.86K 0.01%
66
324
$8.82K 0.01%
88
325
$8.81K 0.01%
66