PWM

Parkshore Wealth Management Portfolio holdings

AUM $205M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$11.6M
3
+$9.87M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.43%
2 Consumer Discretionary 4.67%
3 Financials 3.37%
4 Consumer Staples 1.46%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.72%
+4,122
27
$1.13M 0.68%
+2,823
28
$1.08M 0.65%
+5,857
29
$1.08M 0.65%
+2,382
30
$940K 0.57%
+7,000
31
$850K 0.51%
+1,596
32
$846K 0.51%
+6,543
33
$821K 0.49%
+1,401
34
$809K 0.49%
+1,920
35
$779K 0.47%
+1,524
36
$688K 0.41%
+16,432
37
$593K 0.36%
+13,494
38
$568K 0.34%
+20,499
39
$539K 0.32%
+1,872
40
$539K 0.32%
+7,489
41
$527K 0.32%
+8,947
42
$522K 0.31%
+1,273
43
$508K 0.31%
+20,570
44
$494K 0.3%
+16,465
45
$439K 0.26%
+3,460
46
$428K 0.26%
+3,070
47
$389K 0.23%
+2,685
48
$348K 0.21%
+646
49
$335K 0.2%
+4,400
50
$323K 0.19%
+17,438
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