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
$160M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Sells

1 +$539K
2 +$229K
3 +$122K
4
MMM icon
3M
MMM
+$120K
5
WEC icon
WEC Energy
WEC
+$120K

Sector Composition

1 Technology 8.2%
2 Financials 6.37%
3 Consumer Discretionary 5.7%
4 Healthcare 4.76%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$11.6K 0.01%
86
302
$11.5K 0.01%
143
303
$11.4K 0.01%
765
304
$11.2K 0.01%
164
305
$11.2K 0.01%
199
306
$10.9K 0.01%
92
307
$10.8K 0.01%
110
308
$10.6K 0.01%
710
309
$10.5K 0.01%
560
310
$10.5K 0.01%
123
311
$10.5K 0.01%
44
312
$10.3K 0.01%
253
-71
313
$10K 0.01%
88
314
$9.88K 0.01%
136
315
$9.75K 0.01%
109
316
$9.58K 0.01%
66
317
$9.52K 0.01%
26
318
$9.45K 0.01%
66
319
$9.34K 0.01%
176
320
$9.12K 0.01%
34
321
$9.05K 0.01%
68
322
$9.02K 0.01%
508
323
$9.01K 0.01%
135
324
$8.96K 0.01%
120
325
$8.86K 0.01%
153