WPA
West Paces Advisors Portfolio holdings
AUM
$470M
1-Year Return
11.39%
This Quarter Return
+1.43%
1 Year Return
+11.39%
3 Year Return
+37.93%
5 Year Return
+70.47%
10 Year Return
–
AUM
$167M
AUM Growth
+$7.21M
(+4.5%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
50.46%
Holding
500
New
30
Increased
57
Reduced
72
Closed
13
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.34M |
| 2 |
3M
MMM
|
$519K |
| 3 |
Microsoft
MSFT
|
$481K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$457K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$323K |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 6.7% |
| 3 | Consumer Discretionary | 5.73% |
| 4 | Healthcare | 4.31% |
| 5 | Consumer Staples | 3.29% |
