Morningstar

Pacer WealthShield ETF PWS

Morningstar Medalist Rating
Medalist Rating as of | See Pacer Investment Hub

Morningstar’s Analysis PWS

Will PWS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PWS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PWS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PWS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pacer WealthShield ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PWS

More PWS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

16.24 4M
Government

NVIDIA Corp

4.19 1M
Technology

Apple Inc

3.97 966,209
Technology

U.S. Bank Money Market Deposit Account

3.54 862,841
Cash and Equivalents

Welltower Inc

2.72 663,542
Real Estate

Microsoft Corp

2.47 602,907
Technology

Prologis Inc

2.18 531,536
Real Estate

Equinix Inc

1.69 411,654
Real Estate

Broadcom Inc

1.55 377,521
Technology

Caterpillar Inc

1.53 371,657
Industrials

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