TWM

Tanager Wealth Management Portfolio holdings

AUM $848M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.3M
3
+$3.07M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.83M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.71M

Top Sells

1
+$4.39M
2
+$2.17M
3
+$1.57M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$600K

Sector Composition

1 Technology 3.99%
2 Communication Services 3.25%
3 Consumer Staples 1.87%
4 Healthcare 1.43%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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