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
$144M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$850K
3 +$792K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$658K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$503K

Top Sells

1 +$301K
2 +$289K
3 +$257K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$226K
5
INTC icon
Intel
INTC
+$211K

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 7.92%
3 Communication Services 6.01%
4 Healthcare 5.74%
5 Financials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.15%
+5,748
102
$213K 0.15%
+1,256
103
$209K 0.15%
+1,228
104
$206K 0.14%
2,498
-363
105
$200K 0.14%
+3,475
106
$183K 0.13%
20,155
107
$32.4K 0.02%
12,658
108
-10,659
109
-5,942
110
-920
111
-10,252
112
-3,577
113
-8,700
114
-11,765
115
-11,743
116
-251