TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
1-Year Return
11.59%
This Quarter Return
-3.32%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$133M
AUM Growth
+$38.8M
(+41%)
Cap. Flow
+$41.7M
Cap. Flow
% of AUM
31.44%
Top 10 Holdings %
Top 10 Hldgs %
74.77%
Holding
51
New
5
Increased
23
Reduced
5
Closed
2
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$9.54M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.84M |
| 3 |
C3.ai
AI
|
$4.69M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$4.61M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$4.35M |
Top Sells
Sector Composition
| 1 | Materials | 13.13% |
| 2 | Technology | 8.41% |
| 3 | Financials | 5.46% |
| 4 | Communication Services | 2.66% |
| 5 | Consumer Discretionary | 2.17% |
