PMWMG

Parr McKnight Wealth Management Group Portfolio holdings

AUM $729M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$33.5M
3 +$33.1M
4
MSFT icon
Microsoft
MSFT
+$31.5M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$19.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.39%
2 Financials 8.73%
3 Healthcare 8.69%
4 Consumer Staples 6.62%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$195K 0.03%
+12,436
227
$162K 0.02%
+10,500
228
$69.4K 0.01%
+16,000
229
$43.8K 0.01%
+33,400