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
$143M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.95M
3
+$1.75M
4
GPC icon
Genuine Parts
GPC
+$621K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$444K

Top Sells

1
+$2.06M
2
+$1.48M
3
+$1.31M
4
RNST icon
Renasant Corp
RNST
+$1.13M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.73%
2 Financials 7.06%
3 Consumer Discretionary 6.13%
4 Healthcare 5.64%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.89K ﹤0.01%
60
352
$6.8K ﹤0.01%
360
353
$6.78K ﹤0.01%
84
354
$6.78K ﹤0.01%
60
355
$6.76K ﹤0.01%
259
356
$6.76K ﹤0.01%
85
357
$6.54K ﹤0.01%
180
358
$6.51K ﹤0.01%
310
359
$6.5K ﹤0.01%
102
360
$6.5K ﹤0.01%
404
361
$6.42K ﹤0.01%
157
362
$6.4K ﹤0.01%
260
363
$6.28K ﹤0.01%
325
-84
364
$6.15K ﹤0.01%
123
365
$6.11K ﹤0.01%
110
366
$6.1K ﹤0.01%
473
367
$6.06K ﹤0.01%
102
368
$6.02K ﹤0.01%
30
369
$6K ﹤0.01%
66
370
$5.94K ﹤0.01%
214
371
$5.53K ﹤0.01%
2
372
$5.47K ﹤0.01%
45
373
$5.45K ﹤0.01%
31
374
$5.32K ﹤0.01%
37
375
$5.25K ﹤0.01%
180
13 14
15
16 17