PWM
Parkworth Wealth Management Portfolio holdings
AUM
$139M
This Quarter Return
-1.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.14%
Holding
1,271
New
1,266
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
+$16.2M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$15.6M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$6.49M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$6.44M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$5.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.86% |
| 2 | Energy | 0.49% |
| 3 | Financials | 0.34% |
| 4 | Utilities | 0.22% |
| 5 | Consumer Discretionary | 0.19% |
