PWP
Parkwoods Wealth Partners Portfolio holdings
AUM
$173M
This Quarter Return
+7.52%
1 Year Return
+11.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+17%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
8.72%
Top 10 Holdings %
Top 10 Hldgs %
81.79%
Holding
76
New
21
Increased
40
Reduced
2
Closed
1
Top Buys
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$117K |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$21.2K |
| 3 |
GE Aerospace
GE
|
$1.29K |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Financials | 1.86% |
| 3 | Industrials | 1.51% |
| 4 | Healthcare | 0.92% |
| 5 | Consumer Staples | 0.71% |