Pacer WealthShield ETF (PWS)
BATS BATS Primary 
XMIL Summary
PWS Chart
Pacer WealthShield ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 19,584 | $578,417.5 | $629,194.75 | $50,777.25 | 8.78% |
Pacer WealthShield ETF (PWS) FAQ
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Pacer WealthShield ETF Profile
| BATS Exchange | US Country |
Overview
The company operates within the financial sector, providing a distinctive investment strategy focused on minimizing risk while aiming for steady returns. It employs a systematic risk management strategy to navigate the volatile marketplace, adjusting its exposure between U.S. equity securities and U.S. Treasury securities based on current market conditions. This dynamic approach allows the company to be adaptable, shifting its investment focus to offer the best potential for growth or stability to its investors. The Advisor plays a crucial role in managing the assets, seeking to invest primarily in the component securities that comprise the index or in ETFs closely tracking the index's performance, maintaining similar weightings as those of the index's securities. This strategy is designed to mirror or outperform the index, providing a viable option for investors looking for managed exposure to the U.S. financial markets.
Products and Services
- Systematic Risk Management Strategy
This service ensures an adaptive investment approach, adjusting exposure between U.S. equity securities and U.S. Treasury securities depending on the prevailing market conditions. By doing so, it aims to safeguard investments from sudden market downturns and to capitalize on growth opportunities, providing a more stable return on investment.
- Investment in U.S. Equity and Treasury Securities
The company's investment focus on both U.S. equity and Treasury securities offers a balanced portfolio that benefits from the growth potential of equity investments and the stability of government bonds. This blend is particularly appealing for investors seeking a combination of growth and safety in their investment choices.
- ETF Tracking and Investment
By investing in ETFs that aim to replicate the performance of the index's component securities, the company offers its clients an additional layer of diversification and risk management. This strategy enables investors to gain broad market exposure, mimicking the performance of the index while benefiting from the flexibility and liquidity that ETFs provide.
