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
$322M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.03M
3
+$805K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$407K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$369K

Top Sells

1
+$3.45M
2
+$2.76M
3
+$680K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$599K
5
AAPL icon
Apple
AAPL
+$587K

Sector Composition

1 Consumer Staples 5.84%
2 Technology 5.75%
3 Healthcare 3.62%
4 Consumer Discretionary 3.46%
5 Financials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11.6K ﹤0.01%
159
352
$11.5K ﹤0.01%
137
+17
353
$11.3K ﹤0.01%
469
354
$11.3K ﹤0.01%
+200
355
$11.3K ﹤0.01%
63
356
$11.2K ﹤0.01%
153
-2
357
$11.1K ﹤0.01%
172
-72
358
$11K ﹤0.01%
100
359
$10.7K ﹤0.01%
116
+111
360
$10.5K ﹤0.01%
540
-215
361
$10.3K ﹤0.01%
590
362
$10.2K ﹤0.01%
66
+53
363
$9.91K ﹤0.01%
32
364
$9.87K ﹤0.01%
169
365
$9.86K ﹤0.01%
70
366
$9.84K ﹤0.01%
180
367
$9.72K ﹤0.01%
84
+68
368
$9.7K ﹤0.01%
176
369
$9.59K ﹤0.01%
360
370
$9.59K ﹤0.01%
119
+64
371
$9.5K ﹤0.01%
110
372
$9.45K ﹤0.01%
154
373
$9.4K ﹤0.01%
+186
374
$9.35K ﹤0.01%
+255
375
$9.2K ﹤0.01%
100
13 14
15
16 17