WPA
West Paces Advisors Portfolio holdings
AUM
$470M
1-Year Return
11.39%
This Quarter Return
-9.63%
1 Year Return
+11.39%
3 Year Return
+37.93%
5 Year Return
+70.47%
10 Year Return
–
AUM
$130M
AUM Growth
-$9.29M
(-6.7%)
Cap. Flow
+$4.66M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
487
New
9
Increased
35
Reduced
70
Closed
2
Top Buys
| 1 |
Schwab International Small-Cap Equity ETF
SCHC
|
$2.98M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.07M |
| 3 |
Renasant Corp
RNST
|
$1.44M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$1.2M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$718K |
Top Sells
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Financials | 8.14% |
| 3 | Healthcare | 6.98% |
| 4 | Consumer Discretionary | 5.79% |
| 5 | Industrials | 3.68% |
