TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
1-Year Return
11.59%
This Quarter Return
-1.73%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$236M
AUM Growth
-$5.31M
(-2.2%)
Cap. Flow
-$258K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
83.28%
Holding
59
New
3
Increased
24
Reduced
17
Closed
3
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.29M |
| 2 |
Global X US Preferred ETF
PFFD
|
$733K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$361K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$298K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$257K |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$2.77M |
| 2 |
Apple
AAPL
|
$583K |
| 3 |
Caterpillar
CAT
|
$412K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$225K |
| 5 |
Coca-Cola
KO
|
$214K |
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Materials | 4.09% |
| 3 | Financials | 2.67% |
| 4 | Consumer Discretionary | 1.46% |
| 5 | Communication Services | 1.32% |
