Parcion Private Wealth LLC
CIK Number: 0001801263
1.23B
Market Value
237
# of Holdings
9 months
Avg. Holding Period
38.04%
Win Rate
8.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Intern... | 90.21 | +0.41% | 1.2M | +1.69% | 95.91M | 79.84 | 7.33% |
| 2 | DFEM | Dimensional Eme... | 28.61 | +1.20% | 2.77M | +5.59% | 72.42M | 25.01 | 5.53% |
| 3 | MDYG | SPDR S&P 400 Mi... | 85.35 | +0.15% | 832.56K | +0.87% | 72.34M | 74.42 | 5.53% |
| 4 | COIN | Coinbase Global... | 255.99 | -1.13% | 268.38K | -3.64% | 66.64M | 197.51 | 5.09% |
| 5 | AVUV | Avantis U.S. Sm... | 88.62 | -0.76% | 684.53K | +0.01% | 66.08M | 80.27 | 5.05% |
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