TWM
Tanager Wealth Management Portfolio holdings
AUM
$848M
This Quarter Return
+5.76%
1 Year Return
+11.31%
3 Year Return
+34.41%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.11%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$40.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.1M |
| 3 |
Vanguard Total Bond Market
BND
|
$13.1M |
| 4 |
Apple
AAPL
|
$10.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$8.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.98% |
| 2 | Communication Services | 8.49% |
| 3 | Consumer Discretionary | 0.72% |
| 4 | Financials | 0.65% |
| 5 | Healthcare | 0.62% |
