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
$160M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Sells

1 +$539K
2 +$229K
3 +$122K
4
MMM icon
3M
MMM
+$120K
5
WEC icon
WEC Energy
WEC
+$120K

Sector Composition

1 Technology 8.2%
2 Financials 6.37%
3 Consumer Discretionary 5.7%
4 Healthcare 4.76%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8.8K 0.01%
387
-663
327
$8.77K 0.01%
68
328
$8.72K 0.01%
88
329
$8.71K 0.01%
71
330
$8.66K 0.01%
380
331
$8.63K 0.01%
252
332
$8.5K 0.01%
221
333
$8.41K 0.01%
57
334
$8.36K 0.01%
66
335
$8.3K 0.01%
140
336
$8.23K 0.01%
265
337
$8.17K 0.01%
171
338
$8.16K 0.01%
159
339
$8.06K 0.01%
104
340
$8.05K 0.01%
84
341
$8.04K 0.01%
60
342
$7.98K 0.01%
184
343
$7.68K ﹤0.01%
368
344
$7.65K ﹤0.01%
241
345
$7.53K ﹤0.01%
135
346
$7.33K ﹤0.01%
157
347
$7K ﹤0.01%
310
348
$6.98K ﹤0.01%
276
349
$6.94K ﹤0.01%
60
350
$6.9K ﹤0.01%
106