TWM
Tanager Wealth Management Portfolio holdings
AUM
$848M
This Quarter Return
+5.09%
1 Year Return
+11.31%
3 Year Return
+34.41%
5 Year Return
–
10 Year Return
–
AUM
$619M
AUM Growth
+$619M
(+13%)
Cap. Flow
+$42.8M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
65.03%
Holding
91
New
12
Increased
33
Reduced
26
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Communication Services | 4.35% |
| 2 | Technology | 3.7% |
| 3 | Healthcare | 1.95% |
| 4 | Consumer Staples | 0.97% |
| 5 | Consumer Discretionary | 0.92% |
