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
$167M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.63%
2 Financials 6.7%
3 Consumer Discretionary 5.73%
4 Healthcare 4.31%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9.67K 0.01%
88
327
$9.43K 0.01%
71
328
$9.38K 0.01%
135
329
$9.37K 0.01%
297
-28
330
$9.3K 0.01%
60
331
$9.27K 0.01%
26
332
$9.2K 0.01%
120
333
$9.14K 0.01%
68
334
$9.06K 0.01%
508
335
$8.97K 0.01%
136
336
$8.93K 0.01%
72
+15
337
$8.82K 0.01%
68
338
$8.74K 0.01%
153
339
$8.7K 0.01%
252
340
$8.55K 0.01%
184
341
$8.43K 0.01%
159
342
$8.4K 0.01%
208
-45
343
$8.38K 0.01%
221
344
$8.16K ﹤0.01%
266
+52
345
$8.13K ﹤0.01%
104
346
$8.11K ﹤0.01%
180
347
$8.1K ﹤0.01%
66
348
$7.98K ﹤0.01%
171
349
$7.83K ﹤0.01%
84
350
$7.72K ﹤0.01%
157