TAWM
Three Arch Wealth Management Portfolio holdings
AUM
$534M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$534M
AUM Growth
–
Holding
59
Top Buys
| 1 | +$44.2M | |
| 2 | +$43.4M | |
| 3 | +$42.6M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$33.4M |
| 5 |
Dimensional Global Credit ETF
DGCB
|
+$30.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Financials | 0.37% |
| 3 | Consumer Discretionary | 0.28% |
| 4 | Communication Services | 0.16% |
| 5 | Energy | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P 500 ETF
IVV
$761B
| $286K | 0.05% |
+417
|
|
||
52
Berkshire Hathaway Class B
BRK.B
$1.07T
| $266K | 0.05% |
+529
|
|
||
53
Vanguard S&P 500 ETF
VOO
$864B
| $263K | 0.05% |
+419
|
|
||
54
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$580M
| $255K | 0.05% |
+6,158
|
|
||
55
Invesco S&P 500 Equal Weight ETF
RSP
$88.6B
| $247K | 0.05% |
+1,290
|
|
||
56
Alphabet (Google) Class C
GOOG
$3.79T
| $232K | 0.04% |
+740
|
|
||
57
Oracle
ORCL
$425B
| $217K | 0.04% |
+1,114
|
|
||
|
58
Alphabet (Google) Class A
GOOGL
$3.79T
| $210K | 0.04% |
+672
|
|
||
59
Newell Brands
NWL
$1.91B
| $56.2K | 0.01% |
+15,115
|
|