PWP

Parkwoods Wealth Partners Portfolio holdings

AUM $293M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$791K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$653K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$650K

Top Sells

1
+$201K
2
+$15.6K

Sector Composition

1 Technology 1.91%
2 Financials 1.51%
3 Industrials 0.96%
4 Healthcare 0.53%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.19%
3,357
27
$225K 0.18%
1,860
28
$213K 0.17%
232
29
$211K 0.17%
+7,001
30
$207K 0.16%
715
+5
31
$206K 0.16%
1,914
32
$204K 0.16%
194
33
$29.9K 0.02%
1,810
+750
34
– –
-1,140
1
2