PFWA
Paces Ferry Wealth Advisors Portfolio holdings
AUM
$218M
This Quarter Return
+0.11%
1 Year Return
+15.25%
3 Year Return
+83.66%
5 Year Return
+131.25%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(-4.3%)
Cap. Flow
-$2.55M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
39.61%
Holding
127
New
4
Increased
28
Reduced
71
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.88M |
| 2 |
DigitalOcean
DOCN
|
$458K |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$392K |
| 4 |
Upstart Holdings
UPST
|
$324K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$234K |
Top Sells
| 1 |
OIG
Orbital Infrastructure Group, Inc. Common Stock
OIG
|
$1.79M |
| 2 |
Fastly
FSLY
|
$317K |
| 3 |
Fiverr
FVRR
|
$315K |
| 4 |
Schwab 1000 Index ETF
SCHK
|
$313K |
| 5 |
Deere & Co
DE
|
$304K |
Sector Composition
| 1 | Technology | 23.57% |
| 2 | Communication Services | 10.81% |
| 3 | Consumer Discretionary | 9.99% |
| 4 | Healthcare | 9.35% |
| 5 | Financials | 7.44% |