Parkway Wealth Management Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Parkway Wealth Management Group, LLC | Institutional Filer | ▲ 6.05% | $790.5M | 137 |
Current Portfolio Holdings
Showing all 137 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 192K | $88.1M | 11.15% |
| 2 | VTV | VANGUARD INDEX FDS | — | 432K | $87.7M | 11.09% |
| 3 | SGOV | ISHARES TR | — | 516K | $51.9M | 6.56% |
| 4 | SHLD | GLOBAL X FDS | — | 495K | $36.7M | 4.65% |
| 5 | QTUM | ETF SER SOLUTIONS | — | 311K | $36.1M | 4.57% |
| 6 | EWI | ISHARES INC | — | 623K | $35.5M | 4.49% |
| 7 | EZA | ISHARES INC | — | 458K | $33.2M | 4.20% |
| 8 | IJR | ISHARES TR | — | 196K | $25.6M | 3.24% |
| 9 | IWS | ISHARES TR | — | 166K | $25.2M | 3.19% |
| 10 | IWP | ISHARES TR | — | 184K | $24.2M | 3.06% |
| 11 | URA | GLOBAL X FDS | — | 335K | $17.1M | 2.16% |
| 12 | SHY | ISHARES TR | — | 147K | $12.1M | 1.53% |
| 13 | AGG | ISHARES TR | — | 121K | $12.0M | 1.52% |
| 14 | TIP | ISHARES TR | — | 108K | $12.0M | 1.51% |
| 15 | BSJR | INVESCO EXCH TRD SLF IDX FD | — | 454K | $10.2M | 1.29% |
Showing 1 to 15 of 137 holdings