TWM
Tanager Wealth Management Portfolio holdings
AUM
$848M
1-Year Return
11.31%
This Quarter Return
+6.59%
1 Year Return
+11.31%
3 Year Return
+34.41%
5 Year Return
–
10 Year Return
–
AUM
$743M
AUM Growth
+$71.1M
(+11%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
63.66%
Holding
110
New
15
Increased
46
Reduced
34
Closed
1
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.77M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.37M |
| 3 |
Palantir
PLTR
|
$744K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$350K |
| 5 |
Vanguard Total Bond Market
BND
|
$341K |
Sector Composition
| 1 | Technology | 4.86% |
| 2 | Communication Services | 3.91% |
| 3 | Healthcare | 2.03% |
| 4 | Consumer Staples | 0.96% |
| 5 | Financials | 0.88% |
