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
451
$2.97K ﹤0.01%
+29
452
$2.81K ﹤0.01%
+185
453
$2.79K ﹤0.01%
+76
454
$2.75K ﹤0.01%
+31
455
$2.71K ﹤0.01%
+63
456
$2.68K ﹤0.01%
+77
457
$2.67K ﹤0.01%
+91
458
$2.67K ﹤0.01%
+62
459
$2.62K ﹤0.01%
+41
460
$2.6K ﹤0.01%
+18
461
$2.54K ﹤0.01%
+44
462
$2.46K ﹤0.01%
+29
463
$2.4K ﹤0.01%
+49
464
$2.39K ﹤0.01%
+31
465
$2.3K ﹤0.01%
+28
466
$2.28K ﹤0.01%
+38
467
$2.27K ﹤0.01%
+56
468
$2.26K ﹤0.01%
+24
469
$2.23K ﹤0.01%
+45
470
$2.22K ﹤0.01%
+146
471
$2.22K ﹤0.01%
+79
472
$2.2K ﹤0.01%
+31
473
$2.18K ﹤0.01%
+95
474
$2.18K ﹤0.01%
+70
475
$2.17K ﹤0.01%
+16
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