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
$91.5M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$91.3K
3
+$83.6K
4
NIO icon
NIO
NIO
+$38.5K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$31.5K

Top Sells

1
+$1.21M
2
+$631K
3
+$599K
4
CXM icon
Sprinklr
CXM
+$507K
5
META icon
Meta Platforms (Facebook)
META
+$279K

Sector Composition

1 Technology 23.26%
2 Consumer Discretionary 9.59%
3 Healthcare 8.83%
4 Communication Services 7.44%
5 Financials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,808
102
– –
-5,163
103
– –
-1,821
1 2 3 4
5