TWA
Talisman Wealth Advisors Portfolio holdings
AUM
$110M
This Quarter Return
+11.28%
1 Year Return
+15.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$47M
AUM Growth
–
Cap. Flow
+$47M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.56%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4.25M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.06M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.78M |
| 4 |
Apple
AAPL
|
$1.55M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.66% |
| 2 | Technology | 7.44% |
| 3 | Materials | 4.11% |
| 4 | Energy | 3.28% |
| 5 | Financials | 2.87% |
