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
476
$2.39K ﹤0.01%
16
477
$2.37K ﹤0.01%
1,400
478
$2.35K ﹤0.01%
46
479
$2.22K ﹤0.01%
+53
480
$2.22K ﹤0.01%
65
481
$2.2K ﹤0.01%
35
482
$2.2K ﹤0.01%
26
483
$2.15K ﹤0.01%
18
484
$2.1K ﹤0.01%
+16
485
$2.08K ﹤0.01%
15
486
$2.07K ﹤0.01%
50
-40
487
$2.04K ﹤0.01%
+11
488
$2.01K ﹤0.01%
31
489
$1.99K ﹤0.01%
57
490
$1.83K ﹤0.01%
40
491
$1.74K ﹤0.01%
+20
492
$1.72K ﹤0.01%
+10
493
$1.72K ﹤0.01%
+5
494
$1.65K ﹤0.01%
29
+7
495
$1.64K ﹤0.01%
25
496
$1.62K ﹤0.01%
10
497
$1.61K ﹤0.01%
+26
498
$1.58K ﹤0.01%
55
499
$1.58K ﹤0.01%
+50
500
$1.53K ﹤0.01%
84
+54
18 19
20
21 22