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
$196M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$661K
3
+$577K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$425K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$405K

Top Sells

1
+$685K
2
+$548K
3
+$458K
4
JNJ icon
Johnson & Johnson
JNJ
+$157K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$154K

Sector Composition

1 Technology 7.01%
2 Consumer Discretionary 4.72%
3 Healthcare 4.41%
4 Financials 4.4%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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