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TPW
Tiller Private Wealth Portfolio holdings
AUM
$281M
1-Year Est. Return
16.29%
This Fund
S&P 500
This Quarter
Est. Return
+7.67%
1 Year Est. Return
+16.29%
3 Year Est. Return
+39.9%
5 Year Est. Return
+42.5%
10 Year Est. Return
+137.07%
AUM
$159M
AUM Growth
+$25.9M
(+20%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
10.53%
Top 10 Holdings %
Top 10 Hldgs %
75.56%
Holding
56
New
7
Increased
19
Reduced
9
Closed
1
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$5.13M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$2.27M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.73M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.42M |
| 5 |
Energy Transfer Partners
ET
|
+$1.11M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$543K |
| 2 |
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
+$147K |
| 3 |
Johnson & Johnson
JNJ
|
+$121K |
| 4 |
Amazon
AMZN
|
+$120K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$101K |
Sector Composition
| 1 | Materials | 12.99% |
| 2 | Technology | 7.47% |
| 3 | Financials | 4.54% |
| 4 | Communication Services | 2.21% |
| 5 | Consumer Discretionary | 1.93% |
Similar funds
BA
MFG
BWM
RCP
3CP
IB
IP
II