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
101
$225K 0.17%
1,329
-12
102
$207K 0.16%
+6,194
103
$207K 0.16%
+3,592
104
$202K 0.15%
9,298
105
$195K 0.15%
20,155
+2,000
106
$163K 0.12%
10,236
-5,280
107
$18.4K 0.01%
+12,658
108
$6.77K 0.01%
+251
109
-10,217
110
-3,457
111
-3,629
112
-3,180
113
-6,450
114
-1,212
115
-6,180