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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 $409,675,820
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 830,743 $51,763,597 12.63%
2.
Vanguard S&P 500 Etf - ETF
 71,550 $38,551,654 9.41%
3.
Avantis Emerging Markets Equity Etf - ETF
 455,093 $26,754,940 6.53%
4.
Flexshares Trust
 1,127,700 $26,602,440 6.49%
5.
Ishares Trust
 IEF 225,981 $26,037,524 6.35%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)