TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+5.23%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+3.1%)
Cap. Flow
-$2.04M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
90.02%
Holding
36
New
1
Increased
9
Reduced
16
Closed
–
Top Buys
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$762K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$597K |
| 3 |
Bank of America
BAC
|
$201K |
| 4 |
CCMP
CMC Materials, Inc. Common Stock
CCMP
|
$9.36K |
| 5 |
OraSure Technologies
OSUR
|
$9.29K |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.94M |
| 2 |
Schwab International Equity ETF
SCHF
|
$718K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$291K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$219K |
| 5 |
Air Products & Chemicals
APD
|
$111K |
Sector Composition
| 1 | Materials | 15.86% |
| 2 | Financials | 7.76% |
| 3 | Technology | 2.15% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Communication Services | 0.88% |
