PWM
Parkworth Wealth Management Portfolio holdings
AUM
$139M
This Quarter Return
+7.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+11%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
56.84%
Holding
1,404
New
178
Increased
610
Reduced
80
Closed
52
Top Buys
Top Sells
| 1 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$640K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$215K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$161K |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$155K |
| 5 |
Apple
AAPL
|
$106K |
Sector Composition
| 1 | Technology | 2.63% |
| 2 | Communication Services | 0.45% |
| 3 | Financials | 0.42% |
| 4 | Energy | 0.4% |
| 5 | Consumer Discretionary | 0.23% |