TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+3.46%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-0.11%)
Cap. Flow
-$4.14M
Cap. Flow
% of AUM
-3.47%
Top 10 Holdings %
Top 10 Hldgs %
61.29%
Holding
39
New
1
Increased
16
Reduced
17
Closed
–
Top Buys
| 1 |
Invesco Variable Rate Preferred ETF
VRP
|
$355K |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$303K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$213K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$179K |
| 5 |
Ford
F
|
$131K |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.57M |
| 2 |
iShares Select Dividend ETF
DVY
|
$795K |
| 3 |
Global X MLP ETF
MLPA
|
$594K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$432K |
| 5 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$421K |
Sector Composition
| 1 | Materials | 11.19% |
| 2 | Energy | 6.42% |
| 3 | Financials | 5.05% |
| 4 | Technology | 1.05% |
| 5 | Communication Services | 0.95% |
