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
$74M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.08M
3
+$741K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$388K
5
AMZN icon
Amazon
AMZN
+$195K

Top Sells

1
+$2M
2
+$293K
3
+$239K
4
ET icon
Energy Transfer Partners
ET
+$73.2K
5
WTRG icon
Essential Utilities
WTRG
+$70.3K

Sector Composition

1 Materials 27.59%
2 Financials 10.25%
3 Technology 7.61%
4 Communication Services 3.16%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$276K 0.37%
1,285
+48
27
$257K 0.35%
15,000
28
$257K 0.35%
11,490
29
$52K 0.07%
19,595
30
– –
-1,960
1
2