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
$321M
AUM Growth
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.87M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$1.35M
2
+$663K
3
+$565K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$250K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$210K

Sector Composition

1 Technology 6.49%
2 Consumer Staples 5.92%
3 Financials 4.19%
4 Healthcare 3.57%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.9K ﹤0.01%
102
-1
352
$12.8K ﹤0.01%
27
-53
353
$12.6K ﹤0.01%
140
354
$12.5K ﹤0.01%
187
355
$12.5K ﹤0.01%
68
+2
356
$12.4K ﹤0.01%
183
357
$12.1K ﹤0.01%
39
358
$12K ﹤0.01%
404
359
$11.6K ﹤0.01%
115
+5
360
$11.5K ﹤0.01%
+131
361
$11.4K ﹤0.01%
249
+9
362
$11.4K ﹤0.01%
75
+5
363
$11.3K ﹤0.01%
58
+3
364
$11.3K ﹤0.01%
62
365
$11.1K ﹤0.01%
247
+47
366
$10.7K ﹤0.01%
180
367
$10.7K ﹤0.01%
305
-90
368
$10.6K ﹤0.01%
110
+10
369
$10.4K ﹤0.01%
137
370
$10.3K ﹤0.01%
110
371
$10.3K ﹤0.01%
90
+31
372
$10.2K ﹤0.01%
114
373
$10.1K ﹤0.01%
72
374
$9.21K ﹤0.01%
72
375
$9.18K ﹤0.01%
410
13 14
15
16 17