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
$125M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$458K
2 +$392K
3 +$324K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$234K
5
LLY icon
Eli Lilly
LLY
+$216K

Top Sells

1 +$1.79M
2 +$317K
3 +$315K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$313K
5
DE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,255
127
-3,476