TWM
Timmons Wealth Management Portfolio holdings
AUM
$106M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$106M
AUM Growth
+$3.89M
(+3.8%)
Holding
77
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.5M | |
| 3 | +$728K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$404K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$336K |
Top Sells
| 1 | +$299K | |
| 2 | +$146K | |
| 3 | +$108K | |
| 4 |
Travelers Companies
TRV
|
+$92.8K |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$47.5K |
Sector Composition
| 1 | Healthcare | 0.18% |
| 2 | Consumer Staples | 0.15% |
| 3 | Technology | 0.13% |
| 4 | Industrials | 0.12% |
| 5 | Financials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Travelers Companies
TRV
$64.8B
| – | – |
-320
|
|
||
77
Exxon Mobil
XOM
$621B
| – | – |
-895
|
|