PWM

Parkworth Wealth Management Portfolio holdings

AUM $139M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$28 ﹤0.01%
+3
1227
$28 ﹤0.01%
+1
1228
$27 ﹤0.01%
+2
1229
$27 ﹤0.01%
+1
1230
$27 ﹤0.01%
+4
1231
$27 ﹤0.01%
+1
1232
$26 ﹤0.01%
+1
1233
$26 ﹤0.01%
+2
1234
$26 ﹤0.01%
+1
1235
$25 ﹤0.01%
+1
1236
$25 ﹤0.01%
+5
1237
$24 ﹤0.01%
+1
1238
$23 ﹤0.01%
+1
1239
$22 ﹤0.01%
+1
1240
$22 ﹤0.01%
+1
1241
$22 ﹤0.01%
+1
1242
$21 ﹤0.01%
+1
1243
0
1244
$20 ﹤0.01%
+2
1245
$19 ﹤0.01%
+1
1246
$19 ﹤0.01%
+1
1247
$18 ﹤0.01%
+2
1248
$18 ﹤0.01%
+1
1249
$17 ﹤0.01%
+1
1250
$16 ﹤0.01%
+2