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
$179M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.57M
3
+$2.47M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.1M

Top Sells

1
+$16.4M
2
+$7M
3
+$1.66M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.03M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$497K

Sector Composition

1 Financials 4.49%
2 Industrials 2.21%
3 Energy 2.18%
4 Consumer Discretionary 2.16%
5 Technology 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.13%
+8,174
52
– –
-534,403
53
– –
-281,747
1 2
3