TWM
TCFG Wealth Management Portfolio holdings
AUM
$221M
This Quarter Return
-0.02%
1 Year Return
+22.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+0.25%)
Cap. Flow
+$4.94M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
247
New
21
Increased
90
Reduced
89
Closed
9
Top Buys
| 1 |
Verizon
VZ
|
$2.49M |
| 2 |
Simplify Managed Futures Strategy ETF
CTA
|
$2.04M |
| 3 |
First Trust Long Duration Opportunities ETF
LGOV
|
$1.71M |
| 4 |
Ford
F
|
$1.39M |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
$1.09M |
Top Sells
Sector Composition
| 1 | Technology | 17.08% |
| 2 | Energy | 7% |
| 3 | Financials | 6.37% |
| 4 | Materials | 5.39% |
| 5 | Consumer Discretionary | 4.85% |
