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
451
$3.32K ﹤0.01%
63
452
$3.26K ﹤0.01%
38
453
$3.25K ﹤0.01%
39
454
$3.21K ﹤0.01%
47
455
$3.21K ﹤0.01%
32
456
$3.2K ﹤0.01%
24
+2
457
$3.17K ﹤0.01%
145
458
$3.15K ﹤0.01%
18
459
$3.11K ﹤0.01%
44
-40
460
$3.03K ﹤0.01%
31
461
$3K ﹤0.01%
50
462
$2.99K ﹤0.01%
179
463
$2.97K ﹤0.01%
157
464
$2.96K ﹤0.01%
34
465
$2.95K ﹤0.01%
69
466
$2.93K ﹤0.01%
25
-20
467
$2.91K ﹤0.01%
110
468
$2.87K ﹤0.01%
40
469
$2.85K ﹤0.01%
82
470
$2.81K ﹤0.01%
15
471
$2.8K ﹤0.01%
70
472
$2.76K ﹤0.01%
8
473
$2.64K ﹤0.01%
41
474
$2.47K ﹤0.01%
64
475
$2.46K ﹤0.01%
18
17 18
19
20 21