PFWA
Paces Ferry Wealth Advisors Portfolio holdings
AUM
$240M
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$218M
AUM Growth
+$16.7M
(+8.3%)
Holding
128
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.52M | |
| 3 | +$466K | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$451K |
| 5 |
Harbor International Compounders ETF
OSEA
|
+$429K |
Top Sells
| 1 | +$871K | |
| 2 | +$388K | |
| 3 | +$360K | |
| 4 |
UnitedHealth
UNH
|
+$285K |
| 5 |
Veeva Systems
VEEV
|
+$284K |
Sector Composition
| 1 | Technology | 18.32% |
| 2 | Financials | 11.19% |
| 3 | Communication Services | 5.48% |
| 4 | Consumer Discretionary | 4.76% |
| 5 | Healthcare | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PepsiCo
PEP
$199B
| – | – |
-1,347
|
|
||
127
Pfizer
PFE
$142B
| – | – |
-11,063
|
|
||
|
128
UnitedHealth
UNH
$292B
| – | – |
-545
|
|