TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+3.17%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+1.6%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-1.22%
Top 10 Holdings %
Top 10 Hldgs %
62.78%
Holding
40
New
1
Increased
17
Reduced
17
Closed
2
Top Buys
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.08M |
| 2 |
JPMorgan Chase
JPM
|
$777K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$591K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$273K |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$266K |
Top Sells
| 1 |
Royce Value Trust
RVT
|
$1.72M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$761K |
| 3 |
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
|
$463K |
| 4 |
Global X MLP ETF
MLPA
|
$388K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$332K |
Sector Composition
| 1 | Materials | 10.69% |
| 2 | Energy | 6.38% |
| 3 | Financials | 5.03% |
| 4 | Communication Services | 0.97% |
| 5 | Technology | 0.88% |
