TPW

Tiller Private Wealth Portfolio holdings

AUM $281M
1-Year Est. Return 14.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.3M
3
+$5.08M
4
AAPL icon
Apple
AAPL
+$586K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$570K

Top Sells

1
+$9.76M
2
+$1.13M
3
+$571K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$492K

Sector Composition

1 Technology 5.95%
2 Materials 4.18%
3 Financials 2.47%
4 Communication Services 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.1%
452
52
$249K 0.09%
2,885
-730
53
$237K 0.09%
1,080
+110
54
$237K 0.09%
5,455
+4
55
$231K 0.09%
3,300
-520
56
$227K 0.09%
+9,744
57
$214K 0.08%
+590
58
$213K 0.08%
+3,080
59
$212K 0.08%
2,984
-14
60
$206K 0.08%
+867
61
– –
-12,215
62
– –
-2,853
1 2
3