PFWA

Paces Ferry Wealth Advisors Portfolio holdings

AUM $246M
1-Year Est. Return 17.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.06%
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 +$422K
2 +$365K
3 +$241K
4
LLY icon
Eli Lilly
LLY
+$231K
5
UPST icon
Upstart Holdings
UPST
+$202K

Top Sells

1 +$1.79M
2 +$327K
3 +$317K
4
FVRR icon
Fiverr
FVRR
+$315K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$313K

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
-14,694
127
-2,612