PWM

Parkshore Wealth Management Portfolio holdings

AUM $266M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Sells

1 +$2.65M
2 +$501K
3 +$215K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$113K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$68.2K

Sector Composition

1 Technology 5.56%
2 Consumer Discretionary 3.06%
3 Financials 2.47%
4 Industrials 1.09%
5 Consumer Staples 0.55%