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
$166M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Sells

1 +$517K
2 +$223K
3 +$216K
4
MDT icon
Medtronic
MDT
+$216K
5
KVUE icon
Kenvue
KVUE
+$209K

Sector Composition

1 Technology 24.19%
2 Consumer Discretionary 6.95%
3 Communication Services 6.74%
4 Healthcare 5.5%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$235K 0.14%
+1,209
102
$229K 0.14%
4,287
-12
103
$228K 0.14%
3,458
+523
104
$223K 0.13%
7,987
-640
105
$219K 0.13%
3,301
+16
106
$213K 0.13%
+386
107
$213K 0.13%
1,606
-35
108
$212K 0.13%
+1,237
109
$211K 0.13%
422
110
$210K 0.13%
+984
111
$204K 0.12%
1,003
+115
112
$83.8K 0.05%
20,155
113
$19.4K 0.01%
12,658
114
-1,481
115
-9,760
116
-1,324
117
-2,475
118
-1,220