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
$228M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$571K
3
+$506K
4
IXG icon
iShares Global Financials ETF
IXG
+$339K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$251K

Top Sells

1
+$906K
2
+$592K
3
+$248K
4
XOM icon
Exxon Mobil
XOM
+$231K
5
PEG icon
Public Service Enterprise Group
PEG
+$217K

Sector Composition

1 Materials 6.63%
2 Technology 5.55%
3 Financials 2.48%
4 Communication Services 1.22%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,317
52
– –
-3,252
53
– –
-1,986
1 2
3