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
$285M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Sells

1 +$372K
2 +$282K
3 +$224K
4
DHR icon
Danaher
DHR
+$155K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$146K

Sector Composition

1 Technology 6.21%
2 Financials 4.37%
3 Consumer Staples 4.33%
4 Consumer Discretionary 4.08%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$13.8K ﹤0.01%
+217
327
$13.8K ﹤0.01%
488
328
$13.8K ﹤0.01%
+250
329
$13.7K ﹤0.01%
292
330
$13.4K ﹤0.01%
34
331
$13.3K ﹤0.01%
170
332
$13.3K ﹤0.01%
254
333
$13.1K ﹤0.01%
44
334
$13K ﹤0.01%
605
335
$12.8K ﹤0.01%
158
336
$12.5K ﹤0.01%
187
337
$12.4K ﹤0.01%
33
338
$12.2K ﹤0.01%
1,090
339
$12K ﹤0.01%
165
340
$11.9K ﹤0.01%
100
341
$11.9K ﹤0.01%
243
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$11.8K ﹤0.01%
239
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$11.8K ﹤0.01%
110
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$11.6K ﹤0.01%
210
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$11.6K ﹤0.01%
180
346
$11.5K ﹤0.01%
102
347
$11.4K ﹤0.01%
126
348
$11.4K ﹤0.01%
163
349
$11.3K ﹤0.01%
140
350
$11.2K ﹤0.01%
+238