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
526
$1.08K ﹤0.01%
+14
527
$1.07K ﹤0.01%
+98
528
$1.03K ﹤0.01%
76
529
$1.01K ﹤0.01%
+5
530
$1K ﹤0.01%
8
-4
531
$970 ﹤0.01%
+4
532
$892 ﹤0.01%
+3
533
$892 ﹤0.01%
+3
534
$889 ﹤0.01%
12
535
$864 ﹤0.01%
+5
536
$827 ﹤0.01%
+2
537
$762 ﹤0.01%
7
+2
538
$747 ﹤0.01%
+3
539
$746 ﹤0.01%
+6
540
$741 ﹤0.01%
+300
541
$706 ﹤0.01%
+6
542
$693 ﹤0.01%
+2
543
$682 ﹤0.01%
+18
544
$652 ﹤0.01%
16
545
$625 ﹤0.01%
135
546
$577 ﹤0.01%
+8
547
$550 ﹤0.01%
+5
548
$547 ﹤0.01%
+8
549
$539 ﹤0.01%
+5
550
$532 ﹤0.01%
+29
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