TPW
Tiller Private Wealth Portfolio holdings
AUM
$263M
This Quarter Return
-14.01%
1 Year Return
+11.59%
3 Year Return
+50.02%
5 Year Return
+72%
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-6%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
9.35%
Top 10 Holdings %
Top 10 Hldgs %
69.33%
Holding
62
New
8
Increased
21
Reduced
15
Closed
10
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$10.9M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$9.53M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.11M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.83M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$1.62M |
Top Sells
Sector Composition
| 1 | Materials | 10.19% |
| 2 | Technology | 5.13% |
| 3 | Financials | 3.19% |
| 4 | Healthcare | 1.32% |
| 5 | Communication Services | 1.3% |
