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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.71M
3
+$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56.2K 0.05%
+1,424
177
$55.2K 0.05%
+944
178
$54.9K 0.05%
+1,350
179
$53.2K 0.05%
+444
180
$52.4K 0.05%
+3,534
181
$51.9K 0.05%
+453
182
$51.3K 0.05%
+2,226
183
$50.6K 0.05%
+1,650
184
$47.6K 0.04%
+406
185
$47.1K 0.04%
+521
186
$45.5K 0.04%
+925
187
$45.2K 0.04%
+731
188
$43.5K 0.04%
+1,070
189
$41.7K 0.04%
+442
190
$41.4K 0.04%
+460
191
$41.3K 0.04%
+1,270
192
$39.7K 0.04%
+762
193
$39.4K 0.04%
+322
194
$39.3K 0.04%
+765
195
$39.2K 0.04%
+648
196
$38.8K 0.04%
+528
197
$37.6K 0.04%
+491
198
$36.6K 0.03%
+352
199
$36.5K 0.03%
+1,048
200
$36.4K 0.03%
+830
6 7
8
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