WPA
West Paces Advisors Portfolio holdings
AUM
$502M
1-Year Est. Return
10.78%
1 Year Est. Return
+10.78%
AUM
$134M
AUM Growth
-$616K
(-0.46%)
Holding
491
Top Buys
| 1 | +$6.02M | |
| 2 | +$824K | |
| 3 | +$726K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$642K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$492K |
Top Sells
| 1 | +$6.34M | |
| 2 | +$6.24M | |
| 3 | +$381K | |
| 4 |
PepsiCo
PEP
|
+$351K |
| 5 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
+$293K |
Sector Composition
| 1 | Technology | 9.38% |
| 2 | Financials | 7.46% |
| 3 | Healthcare | 6.36% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.04% |