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
$159M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.28M
3
+$1.71M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.43M
5
VTV icon
Vanguard Value ETF
VTV
+$1.13M

Top Sells

1
+$567K
2
+$147K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$117K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$101K

Sector Composition

1 Materials 12.99%
2 Technology 7.47%
3 Financials 4.54%
4 Communication Services 2.21%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.14%
+8,050
52
$217K 0.14%
4,306
+3
53
$211K 0.13%
+3,315
54
$207K 0.13%
+5,496
55
$202K 0.13%
5,160
56
– –
-10,324
1 2
3