TWM
TCFG Wealth Management Portfolio holdings
AUM
$254M
1-Year Est. Return
33.96%
1 Year Est. Return
+33.96%
AUM
$221M
AUM Growth
+$21.5M
(+11%)
Holding
276
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.28M | |
| 3 | +$1.1M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$876K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$797K |
Top Sells
| 1 | +$2.86M | |
| 2 | +$1.51M | |
| 3 | +$1.32M | |
| 4 |
BWX Technologies
BWXT
|
+$1.18M |
| 5 |
Sprott Physical Silver Trust
PSLV
|
+$1.1M |
Sector Composition
| 1 | Technology | 18.75% |
| 2 | Energy | 6.33% |
| 3 | Financials | 5.64% |
| 4 | Materials | 5.26% |
| 5 | Communication Services | 4.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
American Battery Technology Co
ABAT
$477M
| – | – |
-92,953
|
|