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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.71M
3
+$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.92K ﹤0.01%
+40
427
$3.92K ﹤0.01%
+108
428
$3.91K ﹤0.01%
+58
429
$3.84K ﹤0.01%
+145
430
$3.83K ﹤0.01%
+82
431
$3.78K ﹤0.01%
+325
432
$3.76K ﹤0.01%
+54
433
$3.73K ﹤0.01%
+46
434
$3.72K ﹤0.01%
+34
435
$3.67K ﹤0.01%
+63
436
$3.66K ﹤0.01%
+35
437
$3.51K ﹤0.01%
+45
438
$3.5K ﹤0.01%
+66
439
$3.44K ﹤0.01%
+90
440
$3.43K ﹤0.01%
+46
441
$3.41K ﹤0.01%
+157
442
$3.3K ﹤0.01%
+54
443
$3.27K ﹤0.01%
+540
444
$3.27K ﹤0.01%
+45
445
$3.23K ﹤0.01%
+146
446
$3.19K ﹤0.01%
+134
447
$3.17K ﹤0.01%
+112
448
$3.08K ﹤0.01%
+82
449
$3.07K ﹤0.01%
+87
450
$3.02K ﹤0.01%
+41
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