TCTWM
Three Cord True Wealth Management Portfolio holdings
AUM
$134M
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$1.01M
(+0.87%)
Holding
28
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.12M | |
| 3 | +$946K | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$639K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$589K |
Top Sells
| 1 | +$306K | |
| 2 | +$207K | |
| 3 | +$94K | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$66.6K |
| 5 |
FSGS
First Trust SMID Growth Strength ETF
FSGS
|
+$64.1K |
Sector Composition
| 1 | Industrials | 1.1% |
| 2 | Technology | 0.92% |
| 3 | Financials | 0.46% |
| 4 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$823B
| $226K | 0.19% |
920
+80
|
|
||
27
Snap-on
SNA
$17.7B
| $205K | 0.18% |
+607
|
|
||
28
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| – | – |
-1,794
|
|