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TTWM
TCV Trust & Wealth Management Portfolio holdings
AUM
$1.19B
1-Year Est. Return
18.81%
This Fund
S&P 500
1 Year Est. Return
+18.81%
AUM
$617M
AUM Growth
+$26.5M
(+4.5%)
Holding
184
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.52M | |
| 3 | +$1.08M | |
| 4 |
IBDH
iShares iBonds Dec 2018 Term Corporate ETF
IBDH
|
+$1.08M |
| 5 |
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
|
+$889K |
Top Sells
| 1 | +$13.5M | |
| 2 | +$3.59M | |
| 3 | +$2.07M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$578K |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$573K |
Sector Composition
| 1 | Technology | 11.22% |
| 2 | Healthcare | 10.81% |
| 3 | Financials | 9.09% |
| 4 | Industrials | 8.5% |
| 5 | Consumer Staples | 7.64% |