WPA
West Paces Advisors Portfolio holdings
AUM
$470M
1-Year Est. Return
11.39%
1 Year Est. Return
+11.39%
AUM
$470M
AUM Growth
+$31M
(+7.1%)
Holding
585
Top Buys
| 1 | +$5.91M | |
| 2 | +$2.06M | |
| 3 | +$1.74M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.3M |
| 5 |
iShares International Treasury Bond ETF
ISHG
|
+$1.03M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.11M | |
| 3 | +$1.1M | |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$497K |
| 5 |
Apple
AAPL
|
+$493K |
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Consumer Staples | 3.93% |
| 3 | Financials | 2.99% |
| 4 | Industrials | 2.36% |
| 5 | Consumer Discretionary | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| – | – |
-1,816
|
|
||
577
Bank of New York Mellon
BK
$75.3B
| – | – |
-707
|
|
||
578
Invesco Senior Loan ETF
BKLN
$6.73B
| – | – |
-3,029
|
|
||
579
Booking.com
BKNG
$160B
| – | – |
-13
|
|
||
580
TopBuild
BLD
$12.2B
| – | – |
-2
|
|
||
581
Blackrock
BLK
$182B
| – | – |
-169
|
|
||
582
Blackbaud
BLKB
$3.02B
| – | – |
-27
|
|
||
583
Amplify Blockchain Technology ETF
BLOK
$1.5B
| – | – |
-35
|
|
||
584
Bristol-Myers Squibb
BMY
$88.1B
| – | – |
-434
|
|
||
585
Brown & Brown
BRO
$29B
| – | – |
-44
|
|