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
$130M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.07M
3 +$1.44M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.19%
2 Financials 8.14%
3 Healthcare 6.98%
4 Consumer Discretionary 5.79%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$36.4K 0.03%
228
202
$36.2K 0.03%
912
203
$36.1K 0.03%
1,195
204
$33.5K 0.03%
320
205
$33.1K 0.03%
505
206
$32.8K 0.03%
258
207
$32.5K 0.03%
970
208
$32.3K 0.02%
375
209
$31.5K 0.02%
160
210
$31.2K 0.02%
413
211
$30.9K 0.02%
524
+105
212
$29.5K 0.02%
500
213
$29.3K 0.02%
942
214
$28.7K 0.02%
352
215
$28.3K 0.02%
396
216
$28.2K 0.02%
688
217
$27.9K 0.02%
1,050
218
$27.8K 0.02%
655
219
$27.7K 0.02%
452
220
$27.6K 0.02%
242
221
$27.5K 0.02%
469
222
$26.7K 0.02%
445
223
$26.6K 0.02%
165
224
$26K 0.02%
31
225
$24.8K 0.02%
158