TTWM
TCV Trust & Wealth Management Portfolio holdings
AUM
$1.24B
1-Year Est. Return
17.42%
This Fund
S&P 500
1 Year Est. Return
+17.42%
AUM
$489M
AUM Growth
–
Holding
153
Top Buys
| 1 | +$28.8M | |
| 2 | +$22.3M | |
| 3 | +$20.1M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$20.1M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$17.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 9.44% |
| 2 | Energy | 9.06% |
| 3 | Technology | 8.24% |
| 4 | Financials | 7.9% |
| 5 | Healthcare | 7.48% |