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
$43﹤0.01% 2
$43﹤0.01% 1
$43﹤0.01% 1
$42﹤0.01% 1
$42﹤0.01% 3
$42﹤0.01% 3
-1
-25%
-$14
$42﹤0.01% 1
$40﹤0.01% 1
$39﹤0.01% 1
$39﹤0.01% 1
-3
-75%
-$117
$39﹤0.01% 1
$39﹤0.01% 3
$39﹤0.01%
+5
New
+$39
$38﹤0.01% 1
$38﹤0.01% 1
$38﹤0.01% 1
-1
-50%
-$38
$38﹤0.01% 3
$38﹤0.01% 1
-2
-67%
-$76
$38﹤0.01%
+1
New
+$38
$37﹤0.01% 1
$37﹤0.01% 1
$37﹤0.01%
+1
New
+$37
$37﹤0.01% 5
+3
+150%
+$22
$37﹤0.01% 1
$37﹤0.01% 1