WPA

West Paces Advisors Portfolio holdings

AUM $517M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
+$4.36M
2
+$2.97M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M

Top Sells

1
+$1.36M
2
+$668K
3
+$589K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$261K
5
VZ icon
Verizon
VZ
+$215K

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
476
$2.39K ﹤0.01%
16
477
$2.35K ﹤0.01%
46
478
$2.22K ﹤0.01%
+53
479
$2.22K ﹤0.01%
65
480
$2.2K ﹤0.01%
35
481
$2.2K ﹤0.01%
26
482
$2.15K ﹤0.01%
18
483
$2.1K ﹤0.01%
+16
484
$2.08K ﹤0.01%
15
485
$2.07K ﹤0.01%
50
-40
486
$2.04K ﹤0.01%
+11
487
$2.01K ﹤0.01%
31
488
$1.99K ﹤0.01%
57
489
$1.83K ﹤0.01%
40
490
$1.74K ﹤0.01%
+20
491
$1.72K ﹤0.01%
+10
492
$1.72K ﹤0.01%
+5
493
$1.65K ﹤0.01%
29
+7
494
$1.64K ﹤0.01%
25
495
$1.62K ﹤0.01%
10
496
$1.61K ﹤0.01%
+26
497
$1.58K ﹤0.01%
55
498
$1.58K ﹤0.01%
+50
499
$1.53K ﹤0.01%
84
+54
500
$1.51K ﹤0.01%
40
-18
18 19
20
21 22