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
301
$12.1K 0.01%
216
302
$12K 0.01%
253
303
$11.9K 0.01%
+325
304
$11.7K 0.01%
1,328
305
$11.6K 0.01%
158
306
$11.3K 0.01%
449
307
$11K 0.01%
92
308
$11K 0.01%
110
309
$10.9K 0.01%
88
310
$10.5K 0.01%
164
-4,664
311
$10.3K 0.01%
87
312
$10.2K 0.01%
34
313
$10.2K 0.01%
86
314
$10K 0.01%
710
315
$10K 0.01%
560
316
$9.97K 0.01%
136
317
$9.93K 0.01%
143
318
$9.78K 0.01%
123
-25
319
$9.65K 0.01%
120
320
$9.58K 0.01%
44
321
$9.4K 0.01%
10,000
-10,000
322
$9.11K 0.01%
135
323
$9.1K 0.01%
68
324
$9.08K 0.01%
66
325
$9.02K 0.01%
252
11 12
13
14 15