TWMI
Tortuga Wealth Management, Inc Portfolio holdings
AUM
$94.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$94.9M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$7.53M | |
| 2 | +$6.99M | |
| 3 | +$6.91M | |
| 4 |
Microsoft
MSFT
|
+$5.91M |
| 5 |
McKesson
MCK
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30.18% |
| 2 | Communication Services | 14.69% |
| 3 | Healthcare | 12.42% |
| 4 | Financials | 6.39% |
| 5 | Consumer Discretionary | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$639M
| $157K | 0.17% |
+12,600
|
|
||
|
IGD
102
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$470M
| $106K | 0.11% |
+18,591
|
|
||
103
Melco Resorts & Entertainment
MLCO
$2.4B
| $75.7K | 0.08% |
+10,000
|
|
||
104
Aurora
AUR
$10.1B
| $55.1K | 0.06% |
+14,360
|
|