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
1251
$16 ﹤0.01%
+1
1252
$16 ﹤0.01%
+1
1253
$16 ﹤0.01%
+1
1254
$15 ﹤0.01%
+1
1255
$15 ﹤0.01%
+1
1256
$14 ﹤0.01%
+1
1257
$14 ﹤0.01%
+1
1258
$14 ﹤0.01%
+4
1259
$11 ﹤0.01%
+3
1260
$11 ﹤0.01%
+1
1261
$11 ﹤0.01%
+1
1262
$10 ﹤0.01%
+1
1263
$9 ﹤0.01%
+3
1264
$9 ﹤0.01%
+1
1265
$9 ﹤0.01%
+1
1266
$8 ﹤0.01%
+3
1267
$8 ﹤0.01%
+1
1268
$7 ﹤0.01%
+1
1269
$6 ﹤0.01%
+1
1270
$5 ﹤0.01%
+1
1271
$5 ﹤0.01%
+1