TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+3.4%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+3%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
67.91%
Holding
47
New
2
Increased
21
Reduced
13
Closed
4
Top Buys
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$5M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.22M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.02M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.18M |
| 5 |
Global X MLP ETF
MLPA
|
$724K |
Top Sells
Sector Composition
| 1 | Materials | 9.3% |
| 2 | Financials | 5.39% |
| 3 | Technology | 1.29% |
| 4 | Communication Services | 0.84% |
| 5 | Consumer Discretionary | 0.82% |
