PWSPacer WealthShield ETF

Grow my money Diversifier#93 of 228 for Diversifier

Seeks to track the total return performance of the Pacer WealthShield Index.

Pacer · Since 2017 (8 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$30M

#3796 out of 5,332 ETFs

Dividend Yield

1.47%

Track Record

8 years

#1706 out of 5,332 ETFs

Performance

1 Year

+5.3%

3 Years

+7.2%

5 Years

+1.6%

What's inside

Asset class

mixed asset

Region

north america

Strategy

index tracking

Asset allocation

Bonds

98.9%

Other

1.0%

Cash

0.1%

Stocks

0.0%

Sector breakdown

Healthcare

40.5%

Industrials

20.8%

Technology

19.9%

Consumer Cyclical

18.7%

Communication

0.1%

Top holdings

Amazon.com IncAMZN6.5%

NVIDIA CorpNVDA4.2%

Apple IncAAPL3.8%

Tesla IncTSLA3.6%

Eli Lilly and CoLLY2.9%

Microsoft CorpMSFT2.8%

Johnson & JohnsonJNJ2.1%

AbbVie IncABBV1.7%

GE AerospaceGE1.5%

Broadcom IncAVGO1.5%

Risk profile

Volatility (1Y)

11.7%

Moderate

Max drawdown

-24.9%

Worst peak-to-trough loss

Sharpe (3Y)

0.35

Below average

Sortino (3Y)

0.49

Moderate downside risk

Bond profile

Duration

3.4 years

Avg maturity

7.9 years

Credit ratings

US Government

98.9%

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