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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.71M
3 +$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$132 ﹤0.01%
+12
552
$108 ﹤0.01%
+2
553
$106 ﹤0.01%
+1
554
$37 ﹤0.01%
+1