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
$133M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$4.84M
3
+$4.69M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.61M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.35M

Top Sells

1
+$1.72M
2
+$1.31M
3
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$51.7K

Sector Composition

1 Materials 13.13%
2 Technology 8.41%
3 Financials 5.46%
4 Communication Services 2.66%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-123,265
1 2
3