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
$408M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.25M
3 +$954K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$577K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$575K

Top Sells

1 +$3.12M
2 +$2.66M
3 +$1.95M
4
REG icon
Regency Centers
REG
+$606K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$475K

Sector Composition

1 Technology 5.57%
2 Consumer Staples 4.72%
3 Financials 3.45%
4 Consumer Discretionary 2.9%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$21.6K 0.01%
136
302
$21.2K 0.01%
72
303
$20.2K 0.01%
125
304
$19.9K ﹤0.01%
972
305
$19.9K ﹤0.01%
121
306
$18.8K ﹤0.01%
153
307
$18.6K ﹤0.01%
500
308
$18.5K ﹤0.01%
240
309
$18.5K ﹤0.01%
585
310
$18.5K ﹤0.01%
210
311
$17.5K ﹤0.01%
149
312
$17.4K ﹤0.01%
109
313
$17.1K ﹤0.01%
72
314
$17K ﹤0.01%
150
315
$16.9K ﹤0.01%
263
316
$16.4K ﹤0.01%
383
317
$15.7K ﹤0.01%
641
318
$15.6K ﹤0.01%
58
319
$15.4K ﹤0.01%
164
320
$15K ﹤0.01%
117
321
$14.9K ﹤0.01%
120
322
$14.5K ﹤0.01%
322
323
$13.7K ﹤0.01%
250
324
$13.6K ﹤0.01%
70
325
$13.5K ﹤0.01%
183