TWM
Tanager Wealth Management Portfolio holdings
AUM
$848M
1-Year Return
11.31%
This Quarter Return
+1.13%
1 Year Return
+11.31%
3 Year Return
+34.41%
5 Year Return
–
10 Year Return
–
AUM
$672M
AUM Growth
+$52.7M
(+8.5%)
Cap. Flow
+$48.9M
Cap. Flow
% of AUM
7.28%
Top 10 Holdings %
Top 10 Hldgs %
64.03%
Holding
97
New
10
Increased
50
Reduced
10
Closed
2
Top Buys
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$974K |
| 2 |
iShares Russell 3000 ETF
IWV
|
$771K |
| 3 |
Airbnb
ABNB
|
$297K |
| 4 |
Norfolk Southern
NSC
|
$206K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$186K |
Sector Composition
| 1 | Communication Services | 5.3% |
| 2 | Technology | 5.13% |
| 3 | Healthcare | 1.44% |
| 4 | Consumer Staples | 0.86% |
| 5 | Consumer Discretionary | 0.85% |
