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
101
$261K 0.2%
2,320
+61
102
$256K 0.2%
3,620
+3
103
$256K 0.2%
4,098
+4
104
$253K 0.19%
4,075
-62
105
$250K 0.19%
2,926
+224
106
$250K 0.19%
2,385
+15
107
$247K 0.19%
1,134
+33
108
$246K 0.19%
4,150
-50
109
$242K 0.19%
721
-11
110
$240K 0.18%
1,620
+86
111
$239K 0.18%
1,443
+38
112
$238K 0.18%
2,931
-45
113
$236K 0.18%
922
+2
114
$231K 0.18%
4,676
115
$230K 0.18%
+3,878
116
$230K 0.18%
+4,050
117
$229K 0.18%
1,987
-32
118
$228K 0.17%
+3,015
119
$221K 0.17%
+3,636
120
$217K 0.17%
+2,612
121
$216K 0.17%
1,614
-459
122
$203K 0.16%
+3,360
123
$201K 0.15%
92
-2