TWM

Tanager Wealth Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$30.8M
2 +$27.9M
3 +$19M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$16.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$11.1M

Top Sells

1 +$256K
2 +$215K
3 +$32K

Sector Composition

1 Technology 4.14%
2 Communication Services 2.98%
3 Healthcare 2.61%
4 Consumer Staples 1.29%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.06%
+777
77
$195K 0.05%
+11,608
78
$174K 0.05%
+14,994
79
$120K 0.03%
25,335
+12,065
80
$60.7K 0.02%
+27,575
81
-8,177