PWM

Parkworth Wealth Management Portfolio holdings

AUM $125M
This Quarter Return
-0.64%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$125M
AUM Growth
+$5.06M
Cap. Flow
+$6.48M
Cap. Flow %
5.17%
Top 10 Hldgs %
57.58%
Holding
1,311
New
40
Increased
202
Reduced
130
Closed
81
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$126﹤0.01% 1
$125﹤0.01% 3
$125﹤0.01% 3
+1
+50%
+$42
$123﹤0.01% 1
$122﹤0.01% 5
$122﹤0.01% 3
$122﹤0.01% 1
$121﹤0.01% 4
$121﹤0.01%
+2
New
+$121
$121﹤0.01% 1
$121﹤0.01% 50
$121﹤0.01% 1
$119﹤0.01% 2
+1
+100%
+$60
$118﹤0.01% 1
$118﹤0.01% 7
$118﹤0.01% 1
$117﹤0.01% 2
-1
-33%
-$59
$116﹤0.01% 2
$116﹤0.01% 2
+1
+100%
+$58
$116﹤0.01% 2
-1
-33%
-$58
$116﹤0.01% 2
$116﹤0.01% 13
$114﹤0.01% 17
$114﹤0.01% 1
$114﹤0.01% 1
-1
-50%
-$114