WPA

West Paces Advisors Portfolio holdings

AUM $517M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
+$3.68M
2
+$1.95M
3
+$1.75M
4
GPC icon
Genuine Parts
GPC
+$621K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$444K

Top Sells

1
+$2.06M
2
+$1.48M
3
+$1.31M
4
RNST icon
Renasant Corp
RNST
+$1.13M
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%
1,000
152
$73.2K 0.05%
404
153
$68.7K 0.05%
251
154
$67.6K 0.05%
1,182
155
$66.8K 0.05%
675
+300
156
$65K 0.05%
940
157
$62.8K 0.04%
495
158
$62.5K 0.04%
1,240
159
$61.2K 0.04%
760
160
$60.3K 0.04%
375
161
$59.1K 0.04%
336
162
$58.4K 0.04%
2,343
163
$58.3K 0.04%
533
164
$57.3K 0.04%
602
165
$56.1K 0.04%
354
166
$56K 0.04%
1,131
-40
167
$55.4K 0.04%
263
-5
168
$54.6K 0.04%
405
169
$53.9K 0.04%
1,042
170
$53.7K 0.04%
1,314
171
$53.3K 0.04%
200
172
$52.2K 0.04%
467
173
$51.3K 0.04%
4,500
174
$50K 0.04%
1,250
175
$49.4K 0.03%
172
5 6
7
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