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
951
$1K ﹤0.01%
+57
952
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953
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954
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955
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956
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957
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958
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959
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960
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961
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962
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964
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966
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967
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968
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+14
970
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+8
971
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+22
972
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+111
973
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+49
974
$1K ﹤0.01%
+60
975
$1K ﹤0.01%
+3
37 38
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