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
$74﹤0.01% 2––
$74﹤0.01% 1––
$74﹤0.01% 4––
$73﹤0.01% 3
+2
+200%
+$49
$72﹤0.01% 7––
$72﹤0.01% 1––
$72﹤0.01% 1––
$72﹤0.01% 1––
$72﹤0.01% 1––
$72﹤0.01% 1––
$71﹤0.01% 1––
$71﹤0.01% 10––
$71﹤0.01%
+2
New
+$71
$70﹤0.01% 2––
$70﹤0.01% 1––
$69﹤0.01%
+1
New
+$69
$69﹤0.01% 1––
$69﹤0.01% 3––
$68﹤0.01% 3––
$68﹤0.01% 1––
$68﹤0.01% 2
+1
+100%
+$34
$68﹤0.01% 2––
$67﹤0.01% 1––
$67﹤0.01% 4––
$67﹤0.01% 1––