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
$321M
AUM Growth
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.87M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$1.35M
2
+$663K
3
+$565K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$250K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$210K

Sector Composition

1 Technology 6.49%
2 Consumer Staples 5.92%
3 Financials 4.19%
4 Healthcare 3.57%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22.7K 0.01%
94
302
$22.6K 0.01%
399
+219
303
$22.6K 0.01%
495
+45
304
$22.4K 0.01%
618
305
$21.6K 0.01%
101
306
$21.3K 0.01%
90
+4
307
$21.3K 0.01%
161
+11
308
$21.2K 0.01%
248
+7
309
$20.8K 0.01%
208
310
$20.6K 0.01%
156
311
$20.5K 0.01%
700
312
$20.4K 0.01%
290
-34
313
$20.2K 0.01%
163
314
$20.1K 0.01%
182
315
$20K 0.01%
1,456
+75
316
$19.8K 0.01%
500
317
$19.5K 0.01%
80
318
$19.3K 0.01%
63
-12
319
$19.1K 0.01%
49
+5
320
$19K 0.01%
68
321
$19K 0.01%
160
+24
322
$18.5K 0.01%
139
323
$18K 0.01%
1,065
324
$17.7K 0.01%
586
325
$17.5K 0.01%
133
+12
11 12
13
14 15