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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.71M
3 +$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10.9K 0.01%
+240
327
$10.7K 0.01%
+516
328
$10.7K 0.01%
+744
329
$10.6K 0.01%
+563
330
$10.6K 0.01%
+66
331
$10.5K 0.01%
+306
332
$10.5K 0.01%
+190
333
$10.2K 0.01%
+208
334
$10.2K 0.01%
+272
335
$10.1K 0.01%
+465
336
$9.62K 0.01%
+276
337
$9.55K 0.01%
+182
338
$9.54K 0.01%
+126
339
$9.43K 0.01%
+328
340
$9.37K 0.01%
+127
341
$9.35K 0.01%
+263
342
$9.28K 0.01%
+265
343
$9.27K 0.01%
+51
344
$9.26K 0.01%
+136
345
$9.06K 0.01%
+72
346
$9.04K 0.01%
+51
347
$9.03K 0.01%
+162
348
$8.96K 0.01%
+500
349
$8.79K 0.01%
+216
350
$8.79K 0.01%
+206