TWA
Talisman Wealth Advisors Portfolio holdings
AUM
$110M
1-Year Est. Return
15.08%
1 Year Est. Return
+15.08%
AUM
$97.4M
AUM Growth
+$3.1M
(+3.3%)
Holding
110
Top Buys
| 1 | +$1.88M | |
| 2 | +$858K | |
| 3 | +$676K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$657K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$545K |
Top Sells
| 1 | +$618K | |
| 2 | +$300K | |
| 3 | +$288K | |
| 4 |
Blackrock
BLK
|
+$259K |
| 5 |
Palo Alto Networks
PANW
|
+$239K |
Sector Composition
| 1 | Technology | 11.95% |
| 2 | Healthcare | 5.82% |
| 3 | Financials | 4.07% |
| 4 | Communication Services | 2.77% |
| 5 | Consumer Discretionary | 2.59% |
