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
401
$5.58K ﹤0.01%
256
402
$5.57K ﹤0.01%
10
-3
403
$5.56K ﹤0.01%
77
+24
404
$5.48K ﹤0.01%
54
405
$5.44K ﹤0.01%
28
406
$5.27K ﹤0.01%
167
407
$5.21K ﹤0.01%
70
-20
408
$5.14K ﹤0.01%
25
409
$5.09K ﹤0.01%
348
-150
410
$5K ﹤0.01%
35
-32
411
$4.97K ﹤0.01%
224
412
$4.95K ﹤0.01%
74
413
$4.94K ﹤0.01%
47
414
$4.93K ﹤0.01%
62
415
$4.84K ﹤0.01%
44
416
$4.75K ﹤0.01%
200
417
$4.59K ﹤0.01%
49
418
$4.53K ﹤0.01%
136
419
$4.49K ﹤0.01%
+35
420
$4.46K ﹤0.01%
53
-47
421
$4.42K ﹤0.01%
32
422
$4.28K ﹤0.01%
27
423
$4.27K ﹤0.01%
9
424
$4.22K ﹤0.01%
54
-48
425
$4.13K ﹤0.01%
66
15 16
17
18 19