Pacer Wealthshield Etf Profile
| PWS Etf | USD 31.74 0.12 0.38% |
Performance1 of 100
| Odds Of DistressLess than 9
|
Pacer WealthShield is selling for under 31.74 as of the 30th of November 2024; that is 0.38 percent increase since the beginning of the trading day. The etf's lowest day price was 31.57. Pacer WealthShield has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Pacer WealthShield are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The index utilizes a systematic risk management strategy that directs the indexs exposure to U.S. equity securities, U.S. Pacer WealthShield is traded on BATS Exchange in the United States. More on Pacer WealthShield
Moving together with Pacer Etf
Moving against Pacer Etf
Pacer Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Pinewood Group Plc |
| Business Concentration | Target Risk ETFs, Asset Allocation ETFs, Tactical Allocation, Pacer (View all Sectors) |
| Issuer | Pacer Financial |
| Inception Date | 2017-12-11 |
| Benchmark | Pacer WealthShield Index |
| Entity Type | Regulated Investment Company |
| Average Trading Valume | 1,400.1 |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Risk |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Pacer Advisors, Inc. |
| Custodian | U.S. Bank, N.A. |
| Distributor | Pacer Financial, Inc. |
| Portfolio Manager | Bruce Kavanaugh, Michael Mack |
| Transfer Agent | U.S. Bank, N.A. |
| Fiscal Year End | 31-Dec |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 222 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.6 |
| Management Fee | 0.6 |
| Country Name | USA |
| Returns Y T D | 17.79 |
| Name | Pacer WealthShield |
| Currency Code | USD |
| Open Figi | BBG00JGBRQ18 |
| In Threey Volatility | 11.23 |
| 1y Volatility | 13.15 |
| 200 Day M A | 29.8267 |
| 50 Day M A | 30.7888 |
| Code | PWS |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.57) |
Pacer WealthShield [PWS] is traded in USA and was established 2017-12-11. The fund is classified under Tactical Allocation category within Pacer family. The entity is thematically classified as Target Risk ETFs. Pacer WealthShield at this time have 36.22 M in assets. , while the total return for the last 3 years was -1.0%.
Check Pacer WealthShield Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pacer Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pacer Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pacer WealthShield Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pacer WealthShield Etf Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CRM | Salesforce | Stock | Information Technology | |
| CVX | Chevron Corp | Stock | Energy | |
| DD | Dupont De Nemours | Stock | Materials | |
| NEE | Nextera Energy | Stock | Utilities |
Pacer WealthShield Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pacer WealthShield. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0544 | |||
| Jensen Alpha | 0.0221 | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.12) |
Pacer WealthShield Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pacer WealthShield. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
The market value of Pacer WealthShield is measured differently than its book value, which is the value of Pacer that is recorded on the company's balance sheet. Investors also form their own opinion of Pacer WealthShield's value that differs from its market value or its book value, called intrinsic value, which is Pacer WealthShield's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Pacer WealthShield's market value can be influenced by many factors that don't directly affect Pacer WealthShield's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Pacer WealthShield's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pacer WealthShield is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pacer WealthShield's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.