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
$319M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$903K
3
+$466K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$388K
5
USB icon
US Bancorp
USB
+$233K

Top Sells

1
+$1.67M
2
+$996K
3
+$711K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$478K
5
CCI icon
Crown Castle
CCI
+$469K

Sector Composition

1 Consumer Staples 5.3%
2 Technology 5.13%
3 Healthcare 3.44%
4 Consumer Discretionary 3.19%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
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