Pacer WealthShield ETF (PWS) Price, Holdings, & News

ETF Overview

The Pacer WealthShield ETF (PWS) is an exchange-traded fund that is based on the Pacer WealthShield index. The fund tracks an index that toggles between equity and Treasurys, or a combination of both, on a monthly basis depending on monthly moving averages. PWS was launched on Dec 11, 2017 and is managed by Pacer.

Key Stats

• Today's Range: $31.61 to $31.69
• 50-Day Range: $29.61 to $31.88
• 52-Week Range: N/A
• Volume: 753 shs
• Average Volume: N/A
• Market Capitalization: $22.17 million
• Assets Under Management: $20.64 million
• Dividend Yield: 1.64%
• Net Expense Ratio: 0.60%
• Aggregate Rating: Moderate Buy

PWS ETF - Frequently Asked Questions

How have PWS shares performed this year?

Pacer WealthShield ETF's stock was trading at $27.0203 at the beginning of the year. Since then, PWS stock has increased by 17.2% and is now trading at $31.6738.
View the best growth stocks for 2024 here.

Who are Pacer WealthShield ETF's major shareholders?

Top institutional investors of Pacer WealthShield ETF include ORG Partners LLC (6.20%), ORG Wealth Partners LLC (2.96%) and Atria Investments Inc (2.15%).

How do I buy shares of Pacer WealthShield ETF?

Shares of PWS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

What other stocks do shareholders of Pacer WealthShield ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Pacer WealthShield ETF investors own include Salesforce (CRM), Urstadt Biddle Properties (UBP) and Telesat (TSAT).

Fund Details

• Issuer: Pacer Financial
• Fund Name: Pacer WealthShield ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: BATS
• Current Symbol: BATS:PWS
• Inception Date: 12/11/2017
• Fund Manager: Bruce Kavanaugh, Michael Mack
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Multi Asset
• Benchmark: Pacer WealthShield Index
• Category: Asset Allocation
• Focus: Target Risk
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 222

Fund Statistics

• Assets Under Management: $20.64 million
• Average Daily Volume: $1,452.10
• Discount/Premium: -0.04%

Administrator, Advisor and Custodian

• Administrator: U.S. Bancorp Fund Services, LLC
• Advisor: Pacer Advisors, Inc.
• Custodian: U.S. Bank, N.A.
• Distributor: Pacer Financial, Inc.
• Transfer Agent: U.S. Bank, N.A.
• Trustee: N/A
• Lead Market Maker: RBC Capital Markets

Miscellaneous

• Outstanding Shares: 700,000
• Beta: 0.86
• Creation Unit: 50,000
• Creation Fee: $250.00