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
526
$1.07K ﹤0.01%
+98
527
$1.03K ﹤0.01%
76
528
$1.01K ﹤0.01%
+5
529
$1K ﹤0.01%
8
-4
530
$970 ﹤0.01%
+4
531
$892 ﹤0.01%
+3
532
$892 ﹤0.01%
+3
533
$889 ﹤0.01%
12
534
$864 ﹤0.01%
+5
535
$827 ﹤0.01%
+2
536
$762 ﹤0.01%
7
+2
537
$747 ﹤0.01%
+3
538
$746 ﹤0.01%
+6
539
$741 ﹤0.01%
+300
540
$706 ﹤0.01%
+6
541
$693 ﹤0.01%
+2
542
$682 ﹤0.01%
+18
543
$652 ﹤0.01%
16
544
$625 ﹤0.01%
135
545
$577 ﹤0.01%
+8
546
$550 ﹤0.01%
+5
547
$547 ﹤0.01%
+8
548
$539 ﹤0.01%
+5
549
$532 ﹤0.01%
+29
550
$508 ﹤0.01%
5
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