TWA

Tillar-Wenstrup Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 11.89%
This Quarter Est. Return
1 Year Est. Return
-11.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.1%
2 Financials 2.06%
3 Consumer Discretionary 1.15%
4 Communication Services 0.59%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.1M 0.54%
4,678
+249
27
$1.1M 0.54%
4,308
+83
28
$703K 0.34%
6,157
-6,800
29
$559K 0.27%
17,394
30
$543K 0.26%
14,914
-1,315
31
$539K 0.26%
14,337
+1,771
32
$461K 0.22%
+9,600
33
$415K 0.2%
2,310
34
$329K 0.16%
9,949
+740
35
$314K 0.15%
2,315
-231
36
-36,658
37
-8,031