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
$322M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$1.03M
3 +$805K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$407K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$369K

Top Sells

1 +$3.45M
2 +$2.76M
3 +$680K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$599K
5
AAPL icon
Apple
AAPL
+$587K

Sector Composition

1 Consumer Staples 5.84%
2 Technology 5.75%
3 Healthcare 3.62%
4 Consumer Discretionary 3.46%
5 Financials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$21.6K 0.01%
139
302
$21.4K 0.01%
1,920
303
$21.1K 0.01%
72
304
$21K 0.01%
200
305
$21K 0.01%
147
+57
306
$21K 0.01%
473
307
$20.8K 0.01%
2,046
308
$20.6K 0.01%
234
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309
$20.2K 0.01%
261
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$19.8K 0.01%
+775
311
$19.6K 0.01%
370
312
$19.5K 0.01%
288
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$19.5K 0.01%
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$19.1K 0.01%
35
315
$18.9K 0.01%
320
316
$18.9K 0.01%
191
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317
$18.4K 0.01%
365
-365
318
$18.1K 0.01%
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$18.1K 0.01%
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$17.7K 0.01%
128
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$17.4K 0.01%
86
322
$17.4K 0.01%
231
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200
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324
$17K 0.01%
264
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325
$16.5K 0.01%
147
+9