TWM
TCFG Wealth Management Portfolio holdings
AUM
$221M
This Quarter Return
+3%
1 Year Return
+22.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(-0.16%)
Cap. Flow
-$678K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
243
New
21
Increased
91
Reduced
81
Closed
17
Top Buys
Top Sells
| 1 |
Newmont
NEM
|
$2.52M |
| 2 |
Franco-Nevada
FNV
|
$864K |
| 3 |
Intel
INTC
|
$832K |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$706K |
| 5 |
Apple
AAPL
|
$478K |
Sector Composition
| 1 | Technology | 19.81% |
| 2 | Energy | 6.26% |
| 3 | Financials | 6.09% |
| 4 | Consumer Discretionary | 4.69% |
| 5 | Communication Services | 4.1% |
