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
$80M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.36M
3
+$324K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240K
5
TSLA icon
Tesla
TSLA
+$237K

Top Sells

1
+$1.05M
2
+$332K
3
+$310K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$83K

Sector Composition

1 Materials 26.26%
2 Financials 9.64%
3 Technology 6.9%
4 Communication Services 3.5%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$296K 0.37%
15,000
27
$288K 0.36%
1,285
28
$248K 0.31%
11,490
29
$237K 0.3%
+1,065
30
$223K 0.28%
+2,131
31
$223K 0.28%
+729
32
$207K 0.26%
+1,178
33
$206K 0.26%
+395
34
$203K 0.25%
+5,246
35
– –
-19,595
36
– –
-2,111
1
2