WPA

West Paces Advisors Portfolio holdings

AUM $517M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$2.13M
3 +$1.67M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.31M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$717K

Sector Composition

1 Technology 8.19%
2 Financials 8.14%
3 Healthcare 6.98%
4 Consumer Discretionary 5.79%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8.23K 0.01%
92
327
$8.13K 0.01%
241
328
$8.12K 0.01%
109
329
$8.12K 0.01%
252
330
$8.1K 0.01%
120
331
$8.09K 0.01%
176
332
$8.01K 0.01%
86
333
$7.92K 0.01%
135
334
$7.75K 0.01%
150
335
$7.66K 0.01%
68
336
$7.66K 0.01%
221
337
$7.65K 0.01%
68
338
$7.64K 0.01%
143
339
$7.63K 0.01%
560
340
$7.51K 0.01%
508
341
$7.32K 0.01%
88
342
$7.28K 0.01%
71
343
$7.15K 0.01%
260
344
$7.04K 0.01%
135
345
$6.94K 0.01%
45
346
$6.93K 0.01%
26
347
$6.85K 0.01%
409
348
$6.83K 0.01%
157
349
$6.83K 0.01%
160
350
$6.76K 0.01%
153