TPW
Tiller Private Wealth Portfolio holdings
AUM
$281M
1-Year Est. Return
11.35%
1 Year Est. Return
+11.35%
AUM
$263M
AUM Growth
+$23M
(+9.6%)
Holding
62
Top Buys
| 1 | +$7.49M | |
| 2 | +$5.3M | |
| 3 | +$5.08M | |
| 4 |
Apple
AAPL
|
+$586K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$570K |
Top Sells
| 1 | +$9.76M | |
| 2 | +$1.13M | |
| 3 | +$571K | |
| 4 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$541K |
| 5 |
Technology Select Sector SPDR Fund
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
Invesco QQQ Trust
QQQ
$382B
| $250K | 0.1% |
452
|
|
||
52
iShares Global Healthcare ETF
IXJ
$3.99B
| $249K | 0.09% |
2,885
-730
|
|
||
53
Vanguard Consumer Staples ETF
VDC
$7.16B
| $237K | 0.09% |
1,080
+110
|
|
||
54
Verizon
VZ
$168B
| $237K | 0.09% |
5,455
+4
|
|
||
55
AstraZeneca
AZN
$263B
| $231K | 0.09% |
3,300
-520
|
|
||
56
Schwab US Aggregate Bond ETF
SCHZ
$8.98B
| $227K | 0.09% |
+9,744
|
|
||
57
Vanguard Consumer Discretionary ETF
VCR
$6.32B
| $214K | 0.08% |
+590
|
|
||
58
Vanguard Total International Stock ETF
VXUS
$106B
| $213K | 0.08% |
+3,080
|
|
||
59
Coca-Cola
KO
$303B
| $212K | 0.08% |
2,984
-14
|
|
||
60
Vanguard Small-Cap ETF
VB
$65.9B
| $206K | 0.08% |
+867
|
|
||
61
Consumers Staples Select Sector SPDR Fund
XLP
$15B
| – | – |
-2,853
|
|
||
|
62
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.11B
| – | – |
-12,215
|
|