PFWA
Paces Ferry Wealth Advisors Portfolio holdings
AUM
$218M
1-Year Return
15.25%
This Quarter Return
+12.41%
1 Year Return
+15.25%
3 Year Return
+83.66%
5 Year Return
+131.25%
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
1,316
New
1,311
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$10.3M |
| 2 |
Amazon
AMZN
|
+$4.84M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
+$4.07M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.06M |
| 5 |
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% |
