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
$200M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$8.44M
2 +$365K
3 +$329K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$311K
5
KR icon
Kroger
KR
+$201K

Sector Composition

1 Financials 2.71%
2 Technology 1.97%
3 Consumer Staples 0.77%
4 Consumer Discretionary 0.63%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,305
52
-3,500
53
-908