TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+1.48%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-0.79%)
Cap. Flow
-$2.08M
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
58.52%
Holding
44
New
1
Increased
22
Reduced
12
Closed
5
Top Buys
| 1 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
$620K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$201K |
| 3 |
Global X MLP ETF
MLPA
|
$199K |
| 4 |
Air Products & Chemicals
APD
|
$179K |
| 5 |
Schwab US REIT ETF
SCHH
|
$167K |
Top Sells
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.17M |
| 2 |
Johnson & Johnson
JNJ
|
$565K |
| 3 |
Sunoco
SUN
|
$389K |
| 4 |
OraSure Technologies
OSUR
|
$245K |
| 5 |
Global Partners
GLP
|
$237K |
Sector Composition
| 1 | Materials | 9.87% |
| 2 | Financials | 5.33% |
| 3 | Energy | 5.27% |
| 4 | Technology | 1.22% |
| 5 | Communication Services | 0.94% |
