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
$130M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.07M
3 +$1.44M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

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
351
$6.76K 0.01%
153
352
$6.67K 0.01%
57
+50
353
$6.62K 0.01%
184
354
$6.51K 0.01%
171
355
$6.43K 0.01%
60
356
$6.39K ﹤0.01%
310
357
$6.37K ﹤0.01%
159
358
$6.36K ﹤0.01%
214
359
$6.35K ﹤0.01%
84
360
$6.33K ﹤0.01%
119
361
$6.18K ﹤0.01%
106
362
$6K ﹤0.01%
360
363
$5.88K ﹤0.01%
140
364
$5.79K ﹤0.01%
259
365
$5.66K ﹤0.01%
368
-82
366
$5.58K ﹤0.01%
123
367
$5.51K ﹤0.01%
185
368
$5.46K ﹤0.01%
110
369
$5.39K ﹤0.01%
60
370
$5.31K ﹤0.01%
102
371
$5.28K ﹤0.01%
404
372
$5.23K ﹤0.01%
85
373
$5.22K ﹤0.01%
30
374
$5.21K ﹤0.01%
102
375
$5.03K ﹤0.01%
180