Parcion Private Wealth LLC
CIK Number: 0001801263
1.20B
Market Value
223
# of Holdings
10 months
Avg. Holding Period
64.26%
Win Rate
36.15%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Whiteh... | 80.51 | +0.07% | 1.18M | +2.63% | 104.09M | 79.84 | 8.66% | |
| 2 | Dimensional Etf... | 53.01 | -0.19% | 2.62M | +6.79% | 73.72M | 24.94 | 6.13% | |
| 3 | Spdr Ser Tr | 87.77 | +0.34% | 825.38K | +30.81% | 72.42M | 74.31 | 6.02% | |
| 4 | American Centy ... | 96.10 | -0.36% | 684.43K | +4.32% | 65.67M | 80.27 | 5.46% | |
| 5 | Coinbase Global... | 259.86 | -1.69% | 278.51K | -6.12% | 49.62M | 197.51 | 4.13% |
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