WPA
West Paces Advisors Portfolio holdings
AUM
$502M
1-Year Est. Return
10.78%
1 Year Est. Return
+10.78%
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 1-3 Year 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
Consolidated Edison
ED
$36.7B
| – | – |
-140
|
|
||
577
Equifax
EFX
$25.4B
| – | – |
-70
|
|
||
578
Estee Lauder
EL
$31.8B
| – | – |
-100
|
|
||
579
Elevance Health
ELV
$72.4B
| – | – |
-104
|
|
||
580
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$377M
| – | – |
-10
|
|
||
581
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
| – | – |
-26
|
|
||
582
Enbridge
ENB
$104B
| – | – |
-189
|
|
||
583
Enovix
ENVX
$1.74B
| – | – |
-119
|
|
||
584
EOG Resources
EOG
$59.9B
| – | – |
-126
|
|
||
585
Enterprise Products Partners
EPD
$69.8B
| – | – |
-2,900
|
|