PFWA

Paces Ferry Wealth Advisors Portfolio holdings

AUM $240M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.84M
3
+$4.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.06M
5
META icon
Meta Platforms (Facebook)
META
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.96%
2 Consumer Discretionary 11.57%
3 Healthcare 11.21%
4 Communication Services 8.77%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+32
627
$2K ﹤0.01%
+187
628
$2K ﹤0.01%
+14
629
$2K ﹤0.01%
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630
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631
$2K ﹤0.01%
+7
632
$2K ﹤0.01%
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633
$2K ﹤0.01%
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634
$2K ﹤0.01%
+39
635
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636
$2K ﹤0.01%
+35
637
$2K ﹤0.01%
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638
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639
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640
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641
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+4
642
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+7
645
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646
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647
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+18
648
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+189
649
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+36
650
$2K ﹤0.01%
+167
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