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
$184M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Sells

1 +$1.26M
2 +$602K
3 +$490K
4
NEE icon
NextEra Energy
NEE
+$259K
5
HPQ icon
HP
HPQ
+$255K

Sector Composition

1 Technology 7.71%
2 Financials 7.33%
3 Consumer Discretionary 5.14%
4 Healthcare 4.45%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$16.4K 0.01%
560
302
$16.4K 0.01%
242
303
$16.3K 0.01%
+300
304
$16K 0.01%
565
305
$15.8K 0.01%
207
+167
306
$15.7K 0.01%
199
307
$15.7K 0.01%
524
+387
308
$14.9K 0.01%
240
309
$14.5K 0.01%
179
310
$14.4K 0.01%
350
-102
311
$14.4K 0.01%
260
+125
312
$14.2K 0.01%
196
313
$14.2K 0.01%
242
314
$14K 0.01%
282
+192
315
$13.8K 0.01%
449
316
$13.8K 0.01%
81
317
$13.7K 0.01%
216
318
$13.3K 0.01%
57
319
$13.2K 0.01%
+1,000
320
$13K 0.01%
143
321
$13K 0.01%
817
322
$12.9K 0.01%
85
323
$12.7K 0.01%
88
324
$12.5K 0.01%
87
325
$12.2K 0.01%
110