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PWS
+1.23 · +3.87%
$33.06 · BATS

Pacer WealthShield (PWS) ETF Analysis | Tactical Allocation

Pacer · USA
AUM:$31.8M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is PWS?

The index utilizes a systematic risk management strategy that directs the index's exposure to U. Treasury securities, or a mix of each.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PWS returned 9.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 30.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$31.8M
Expense Ratio0.60%
Dividend Yield1.56%
Holdings50
Inception DateDec 2017
Domicile–
Distribution–
Index–
ProviderPacer
Beta0.93
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.0%
1Y
+6.4%
3Y
+25.5%
5Y
+8.9%
OpenBook InsightIf you had invested £10,000 in PWS 5 years ago, it would have grown to £10,886 — a gain of £886.

Annual Returns

Calendar year performance

PWS delivered positive returns in 3 of the last 5 calendar years.
YearPWS
2026 YTD+2.3%
2025+8.3%
2024+15.0%
2023-2.9%
2022-12.6%
CAGR 4yr+1.4%
3/5 positive yearsAvg return: +2.0%Worst year: -12.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.7%
Low
Momentum
+3.4%
30-day change
Support Level
32.27
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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