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
$133M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Sells

1 +$335K
2 +$288K
3 +$263K
4
VZ icon
Verizon
VZ
+$240K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$237K

Sector Composition

1 Technology 23.16%
2 Consumer Discretionary 8%
3 Healthcare 6.87%
4 Communication Services 6.02%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$332K 0.25%
843
+12
77
$322K 0.24%
3,771
+123
78
$322K 0.24%
2,120
+4
79
$322K 0.24%
1,670
-104
80
$314K 0.24%
2,883
+2
81
$311K 0.23%
767
82
$306K 0.23%
2,525
+7
83
$302K 0.23%
10,526
-1,608
84
$300K 0.22%
3,702
-16
85
$295K 0.22%
5,695
+48
86
$278K 0.21%
522
-290
87
$276K 0.21%
3,129
-90
88
$275K 0.21%
1,506
-391
89
$268K 0.2%
2,512
-950
90
$267K 0.2%
2,729
+64
91
$262K 0.2%
654
+2
92
$260K 0.19%
1,926
-323
93
$252K 0.19%
525
+34
94
$250K 0.19%
1,803
-8
95
$245K 0.18%
3,797
-989
96
$244K 0.18%
755
97
$241K 0.18%
3,535
+45
98
$239K 0.18%
4,851
+4
99
$236K 0.18%
927
+2
100
$232K 0.17%
1,080
-12