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
$167M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.63%
2 Financials 6.7%
3 Consumer Discretionary 5.73%
4 Healthcare 4.31%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$38K 0.02%
435
+130
202
$37.7K 0.02%
+450
203
$37.6K 0.02%
413
204
$34.4K 0.02%
242
205
$34.2K 0.02%
802
206
$34.1K 0.02%
562
207
$34.1K 0.02%
1,195
208
$33.9K 0.02%
655
209
$33.6K 0.02%
31
210
$33.3K 0.02%
505
211
$33K 0.02%
942
212
$32.6K 0.02%
258
213
$32.6K 0.02%
500
214
$32.4K 0.02%
400
+4
215
$31.7K 0.02%
672
216
$31.4K 0.02%
686
217
$30.9K 0.02%
156
218
$30.7K 0.02%
360
219
$30.6K 0.02%
246
220
$30K 0.02%
+269
221
$29.1K 0.02%
159
222
$28.9K 0.02%
158
223
$28.4K 0.02%
137
224
$28.3K 0.02%
150
225
$27.8K 0.02%
584