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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
-14.01%
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
$163M
AUM Growth
-$10.4M
(-6%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
9.73%
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
|
+$11.7M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$9.81M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$3.41M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.08M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$1.77M |
Top Sells
| 1 |
Global X US Preferred ETF
PFFD
|
+$9.28M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$9.15M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.24M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$485K |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$353K |
Sector Composition
| 1 | Materials | 10.19% |
| 2 | Technology | 5.13% |
| 3 | Financials | 3.19% |
| 4 | Healthcare | 1.32% |
| 5 | Communication Services | 1.3% |
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BWM
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3CP
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IP
II