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
$143M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.97M
3
+$1.79M
4
GPC icon
Genuine Parts
GPC
+$672K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$462K

Top Sells

1
+$2.11M
2
+$1.52M
3
+$1.36M
4
RNST icon
Renasant Corp
RNST
+$1.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.73%
2 Financials 7.06%
3 Consumer Discretionary 6.13%
4 Healthcare 5.64%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$73.2K 0.05%
1,284
152
$73.2K 0.05%
1,000
153
$73.2K 0.05%
404
154
$68.7K 0.05%
251
155
$67.6K 0.05%
1,182
156
$66.8K 0.05%
675
+300
157
$65K 0.05%
940
158
$62.8K 0.04%
495
159
$62.5K 0.04%
1,240
160
$61.2K 0.04%
760
161
$60.3K 0.04%
375
162
$59.1K 0.04%
336
163
$58.4K 0.04%
2,343
164
$58.3K 0.04%
533
165
$57.3K 0.04%
602
166
$56.1K 0.04%
354
167
$56K 0.04%
1,131
-40
168
$55.4K 0.04%
263
-5
169
$54.6K 0.04%
405
170
$53.9K 0.04%
1,042
171
$53.7K 0.04%
1,314
172
$53.3K 0.04%
200
173
$52.2K 0.04%
467
174
$51.3K 0.04%
4,500
175
$50K 0.04%
1,250
5 6
7
8 9