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Morningstar

Pacer WealthShield ETF PWS

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

Morningstar’s Analysis PWS

Will PWS outperform in 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.

Despite People Pillar weakness and an Average Process Pillar, Pacer WealthShield ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.86 951,064
Technology

Apple Inc

3.92 767,689
Technology

NVIDIA Corp

3.15 615,903
Technology

Berkshire Hathaway Inc Class B

2.70 528,547
Financial Services

Amazon.com Inc

2.05 400,683
Consumer Cyclical

JPMorgan Chase & Co

2.04 399,676
Financial Services

Meta Platforms Inc Class A

1.69 331,138
Communication Services

Visa Inc Class A

1.59 311,598
Financial Services

Salesforce Inc

1.43 280,609
Technology

Mastercard Inc Class A

1.40 273,338
Financial Services