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
176
$49.4K 0.03%
172
177
$48.7K 0.03%
348
-600
178
$48.4K 0.03%
910
179
$47K 0.03%
310
180
$47K 0.03%
250
181
$46.5K 0.03%
506
+154
182
$45K 0.03%
412
183
$44.2K 0.03%
322
184
$43.6K 0.03%
970
185
$43.6K 0.03%
913
186
$43.4K 0.03%
228
187
$43.3K 0.03%
1,072
188
$42.9K 0.03%
961
189
$42.8K 0.03%
+500
190
$42.6K 0.03%
410
191
$41.8K 0.03%
160
192
$41K 0.03%
490
193
$39.9K 0.03%
148
-170
194
$39.9K 0.03%
739
-28
195
$39.6K 0.03%
1,195
196
$38K 0.03%
505
197
$37.3K 0.03%
624
+100
198
$36.1K 0.03%
294
-31
199
$36K 0.03%
655
200
$35K 0.02%
258
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8
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