TPW

Tiller Private Wealth Portfolio holdings

AUM $281M
1-Year Est. Return 11.35%
This Quarter Est. Return
1 Year Est. Return
+11.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$133K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$303K
3
+$213K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$179K
5
F icon
Ford
F
+$131K

Top Sells

1
+$1.57M
2
+$795K
3
+$594K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$432K
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$421K

Sector Composition

1 Materials 11.19%
2 Energy 6.42%
3 Financials 5.05%
4 Technology 1.05%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$639K 0.54%
7,721
+326
27
$626K 0.52%
7,173
28
$623K 0.52%
6,714
-113
29
$389K 0.33%
13,394
+481
30
$326K 0.27%
4,987
31
$311K 0.26%
39,009
32
$294K 0.25%
2,294
+200
33
$284K 0.24%
6,780
34
$274K 0.23%
1,933
+49
35
$242K 0.2%
12,934
+44
36
$222K 0.19%
4,280
-311
37
$217K 0.18%
13,448
+113
38
$131K 0.11%
+10,881
39
$32K 0.03%
500
1
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