TWM

Tanager Wealth Management Portfolio holdings

AUM $848M
This Quarter Return
-1.23%
1 Year Return
+11.31%
3 Year Return
+34.41%
5 Year Return
10 Year Return
AUM
$769M
AUM Growth
-$1.79M
Cap. Flow
+$11.9M
Cap. Flow %
1.55%
Top 10 Hldgs %
64.38%
Holding
129
New
11
Increased
57
Reduced
31
Closed
13
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$259K0.03%
+314
New
+$259K
$259K0.03% 3,656
+266
+8%
+$18.9K
$254K0.03% 2,570
+463
+22%
+$45.7K
$253K0.03% 2,315
$246K0.03% 1,443
+16
+1%
+$2.73K
$239K0.03%
+1,444
New
+$239K
$236K0.03% 1,724
+32
+2%
+$4.38K
$230K0.03% 3,275
+4
+0.1%
+$281
$229K0.03%
+1,949
New
+$229K
$224K0.03%
+428
New
+$224K
$214K0.03% 3,234
$210K0.03% 2,033
+1
+0.1%
+$103
$205K0.03% 1,589
-482
-23%
-$62.2K
$204K0.03% 795
$201K0.03% 1,343
+14
+1%
+$2.1K
$201K0.03% 749
+59
+9%
+$15.8K
-200
Closed
-$212K
-4,174
Closed
-$256K
-10,597
Closed
-$861K
-6,494
Closed
-$259K
-1,756
Closed
-$709K
-10,296
Closed
-$234K
-958
Closed
-$223K
-1,251
Closed
-$269K
-1,812
Closed
-$209K