PFWA

Paces Ferry Wealth Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Sells

1 +$103K
2 +$70.5K
3 +$61.4K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$60.7K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$41.5K

Sector Composition

1 Technology 23.62%
2 Communication Services 11.15%
3 Consumer Discretionary 9.66%
4 Healthcare 8.7%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$371K 0.28%
2,989
-121
77
$366K 0.28%
1,515
-25
78
$357K 0.27%
5,652
+63
79
$355K 0.27%
1,894
-67
80
$339K 0.26%
894
81
$335K 0.26%
846
+1
82
$324K 0.25%
5,771
+337
83
$321K 0.25%
6,743
-138
84
$317K 0.24%
5,313
+2
85
$315K 0.24%
1,300
86
$313K 0.24%
14,694
+42
87
$307K 0.23%
6,430
+550
88
$303K 0.23%
5,407
+38
89
$302K 0.23%
827
+1
90
$290K 0.22%
3,958
+174
91
$288K 0.22%
8,991
-27
92
$284K 0.22%
2,860
+6
93
$281K 0.21%
3,610
-201
94
$280K 0.21%
712
+2
95
$279K 0.21%
1,437
+1
96
$279K 0.21%
4,069
-387
97
$277K 0.21%
3,803
+14
98
$272K 0.21%
3,476
+30
99
$268K 0.2%
1,684
+25
100
$264K 0.2%
1,711
+3