PWM
Parkshore Wealth Management Portfolio holdings
AUM
$205M
This Quarter Return
+1.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.8%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$43.1M |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
$11.6M |
| 3 |
Apple
AAPL
|
$9.87M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$7.91M |
| 5 |
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% |
