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

Top Sells

1 +$542K
2 +$531K
3 +$364K
4
MSFT icon
Microsoft
MSFT
+$236K
5
VTR icon
Ventas
VTR
+$166K

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%
165
202
$39.7K 0.03%
495
203
$39.6K 0.03%
190
+20
204
$39.3K 0.03%
258
205
$39.2K 0.03%
413
206
$37.6K 0.03%
655
207
$37.1K 0.03%
452
208
$37K 0.03%
410
209
$36.4K 0.03%
160
210
$35.7K 0.03%
352
211
$35K 0.03%
375
212
$34.3K 0.02%
153
213
$34.1K 0.02%
970
214
$33.5K 0.02%
419
215
$33.1K 0.02%
320
216
$32.3K 0.02%
158
217
$32.1K 0.02%
688
218
$31.8K 0.02%
469
219
$31.6K 0.02%
445
220
$30.7K 0.02%
491
221
$30.4K 0.02%
942
222
$29.9K 0.02%
235
223
$29.5K 0.02%
137
224
$29.1K 0.02%
197
225
$29K 0.02%
642