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
$285M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Sells

1 +$372K
2 +$282K
3 +$224K
4
DHR icon
Danaher
DHR
+$155K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$146K

Sector Composition

1 Technology 6.21%
2 Financials 4.37%
3 Consumer Staples 4.33%
4 Consumer Discretionary 4.08%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$18.1K 0.01%
162
-28
302
$18.1K 0.01%
847
303
$17.9K 0.01%
290
304
$17.8K 0.01%
240
305
$17.7K 0.01%
222
306
$17.7K 0.01%
320
307
$17.3K 0.01%
+170
308
$16.8K 0.01%
327
309
$16.5K 0.01%
227
310
$16.5K 0.01%
55
311
$16.1K 0.01%
+300
312
$16.1K 0.01%
102
+62
313
$15.8K 0.01%
176
-96
314
$15.8K 0.01%
+950
315
$15.7K 0.01%
223
316
$15.7K 0.01%
121
317
$15.5K 0.01%
159
318
$15.3K 0.01%
360
319
$15.2K 0.01%
56
320
$15.1K 0.01%
1,065
321
$14.9K 0.01%
57
322
$14.9K 0.01%
35
323
$14.1K ﹤0.01%
279
+260
324
$13.9K ﹤0.01%
39
325
$13.9K ﹤0.01%
1,058