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
126
$13.9K 0.01%
+235
127
$13.3K 0.01%
+218
128
$13.1K 0.01%
+328
129
$13K 0.01%
+33
130
$12.6K 0.01%
+108
131
$12K 0.01%
+53
132
$11.7K 0.01%
+87
133
$11.4K 0.01%
+483
134
$11.3K 0.01%
+125
135
$11.3K 0.01%
+667
136
$11.3K 0.01%
+67
137
$10.7K 0.01%
+118
138
$10.6K 0.01%
+89
139
$9.73K 0.01%
+64
140
$9.52K 0.01%
+51
141
$9.26K 0.01%
+183
142
$9.26K 0.01%
+52
143
$8.92K 0.01%
+86
144
$8.91K 0.01%
+18
145
$8.9K 0.01%
+52
146
$8.88K 0.01%
+275
147
$8.81K 0.01%
+67
148
$8.77K 0.01%
+150
149
$8.49K 0.01%
+11
150
$8.38K 0.01%
+134