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
$482M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$13M
3
+$9.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.59M

Top Sells

1
+$21.8M
2
+$17.3M
3
+$4.2M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.54M
5
BND icon
Vanguard Total Bond Market
BND
+$1.94M

Sector Composition

1 Technology 4.51%
2 Communication Services 3.86%
3 Healthcare 1.64%
4 Consumer Staples 1.38%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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88
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-1,049
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