PA

Parkside Advisors Portfolio holdings

AUM $455M
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$87.5K
3
+$84.8K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$65.1K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$42.1K

Top Sells

1
+$3.47M
2
+$551K
3
+$463K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$402K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$397K

Sector Composition

1 Technology 0.49%
2 Consumer Staples 0.19%
3 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$248K 0.19%
2,954
-100
27
$228K 0.17%
2,522
28
$208K 0.16%
3,994
1
2