TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+3.4%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.15%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$12.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$8.79M |
| 3 |
CrossAmerica Partners
CAPL
|
$6.97M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.82M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 11.68% |
| 2 | Energy | 7.87% |
| 3 | Technology | 1.11% |
| 4 | Financials | 0.96% |
| 5 | Communication Services | 0.91% |
