TWM
TCFG Wealth Management Portfolio holdings
AUM
$221M
This Quarter Return
+5.4%
1 Year Return
+22.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.83%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$15.5M |
| 2 |
NVIDIA
NVDA
|
$10.1M |
| 3 |
Angel Oak UltraShort Income ETF
UYLD
|
$5.91M |
| 4 |
Microsoft
MSFT
|
$5.26M |
| 5 |
Amazon
AMZN
|
$5.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.11% |
| 2 | Materials | 6.61% |
| 3 | Energy | 6.53% |
| 4 | Financials | 5.52% |
| 5 | Consumer Discretionary | 3.98% |
