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
$178M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.4M
3
+$804K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$552K
5
VTV icon
Vanguard Value ETF
VTV
+$475K

Top Sells

1
+$1.61M
2
+$1.12M
3
+$655K
4
ET icon
Energy Transfer Partners
ET
+$563K
5
INKM icon
State Street Income Allocation ETF
INKM
+$498K

Sector Composition

1 Materials 10.34%
2 Technology 5.64%
3 Financials 2.61%
4 Consumer Discretionary 0.98%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-83,502
52
– –
-11,611
53
– –
-10,000
1 2
3