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
51
$309K 0.19%
+3,191
52
$306K 0.18%
+11,525
53
$304K 0.18%
+4,949
54
$296K 0.18%
+6,041
55
$286K 0.17%
+1,714
56
$285K 0.17%
+11,032
57
$276K 0.17%
+310
58
$273K 0.16%
+1,139
59
$262K 0.16%
+11,551
60
$261K 0.16%
+9,806
61
$252K 0.15%
+12,584
62
$240K 0.14%
+6,978
63
$220K 0.13%
+240
64
$217K 0.13%
+2,015
65
$207K 0.12%
+1,088
66
$205K 0.12%
+1,689
67
$200K 0.12%
+3,408
1 2
3