Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > West Paces Advisors Inc. > Profile

Instuitional Investor - West Paces Advisors Inc.

Fund Profile
Filing Period:
Fund Name: West Paces Advisors Inc.
Portfolio Value $439,011,977
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 846,561 $49,396,825 11.25%
2.
Vanguard S&P 500 Etf - ETF
 95,327 $48,989,684 11.16%
3.
Vanguard Dividend Appreciation Etf - ETF
 152,756 $29,633,146 6.75%
4.
Flexshares Trust
 1,153,169 $28,114,257 6.4%
5.
Ishares Trust
 IEF 259,621 $24,760,064 5.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)