TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
+5.35%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$93.8M
AUM Growth
+$93.8M
(+17%)
Cap. Flow
+$9.79M
Cap. Flow
% of AUM
10.44%
Top 10 Holdings %
Top 10 Hldgs %
82.38%
Holding
47
New
13
Increased
13
Reduced
11
Closed
1
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.35M |
| 2 |
Global X US Preferred ETF
PFFD
|
$1.01M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$987K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$869K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$782K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$417K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$291K |
| 3 |
Chevron
CVX
|
$223K |
| 4 |
Exxon Mobil
XOM
|
$87K |
| 5 |
Energy Transfer Partners
ET
|
$19.3K |
Sector Composition
| 1 | Materials | 22.9% |
| 2 | Financials | 8.57% |
| 3 | Technology | 6.59% |
| 4 | Communication Services | 3.12% |
| 5 | Consumer Discretionary | 2.93% |
