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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 $355,875,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 159,816 $44,293,132 12.44%
2.
Ishares Trust
 IEF 366,973 $39,724,850 11.16%
3.
Flexshares Trust
 1,149,755 $27,157,213 7.63%
4.
Vanguard S&P 500 Etf
 56,750 $24,788,366 6.96%
5.
Avantis Emerging Markets Equity Etf
 396,332 $22,349,161 6.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)