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
$139M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

1 +$546K
2 +$532K
3 +$353K
4
MSFT icon
Microsoft
MSFT
+$224K
5
VTR icon
Ventas
VTR
+$176K

Sector Composition

1 Technology 9.68%
2 Financials 7.5%
3 Healthcare 6.92%
4 Consumer Discretionary 6.05%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$39.7K 0.03%
495
202
$39.6K 0.03%
190
+20
203
$39.3K 0.03%
258
204
$39.2K 0.03%
413
205
$37.6K 0.03%
655
206
$37.1K 0.03%
452
207
$37K 0.03%
410
208
$36.4K 0.03%
160
209
$35.7K 0.03%
352
210
$35K 0.03%
375
211
$34.3K 0.02%
153
212
$34.1K 0.02%
970
213
$33.5K 0.02%
419
214
$33.1K 0.02%
320
215
$32.3K 0.02%
158
216
$32.1K 0.02%
688
217
$31.8K 0.02%
469
218
$31.6K 0.02%
445
219
$30.7K 0.02%
491
220
$30.4K 0.02%
942
221
$29.9K 0.02%
235
222
$29.5K 0.02%
137
223
$29.1K 0.02%
197
224
$29K 0.02%
642
225
$27.8K 0.02%
396