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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.76M
3
+$5.09M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.66%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.6K 0.01%
+118
352
$8.58K 0.01%
+100
353
$8.55K 0.01%
+176
354
$8.5K 0.01%
+108
355
$8.27K 0.01%
+80
356
$8.24K 0.01%
+274
357
$8.21K 0.01%
+256
358
$8.08K 0.01%
+22
359
$8.04K 0.01%
+67
360
$7.97K 0.01%
+150
361
$7.87K 0.01%
+252
362
$7.78K 0.01%
+66
363
$7.67K 0.01%
+303
364
$7.66K 0.01%
+119
365
$7.61K 0.01%
+720
366
$7.54K 0.01%
+113
367
$7.53K 0.01%
+221
368
$7.51K 0.01%
+21
369
$7.31K 0.01%
+232
370
$7.29K 0.01%
+236
371
$7.26K 0.01%
+310
372
$7.26K 0.01%
+151
373
$7.24K 0.01%
+230
374
$7.15K 0.01%
+290
375
$7.1K 0.01%
+84
13 14
15
16 17