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
$339M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.16M
3
+$1.83M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.37M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$636K

Top Sells

1
+$1.54M
2
+$1.23M
3
+$641K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$623K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$556K

Sector Composition

1 Technology 5.68%
2 Consumer Staples 5.36%
3 Healthcare 3.47%
4 Consumer Discretionary 3.33%
5 Financials 2.9%
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