WPA
West Paces Advisors Portfolio holdings
AUM
$470M
1-Year Return
11.39%
This Quarter Return
-0.83%
1 Year Return
+11.39%
3 Year Return
+37.93%
5 Year Return
+70.47%
10 Year Return
–
AUM
$285M
AUM Growth
+$13M
(+4.8%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
59.41%
Holding
651
New
32
Increased
102
Reduced
86
Closed
79
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$372K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$282K |
| 3 |
Apple
AAPL
|
$224K |
| 4 |
Danaher
DHR
|
$155K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$146K |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Financials | 4.37% |
| 3 | Consumer Staples | 4.33% |
| 4 | Consumer Discretionary | 4.08% |
| 5 | Healthcare | 3.45% |
