TPW

TL Private Wealth Portfolio holdings

AUM $249M
1-Year Est. Return 11.33%
This Quarter Est. Return
1 Year Est. Return
+11.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$924K
3 +$889K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$262K
5
CSCO icon
Cisco
CSCO
+$232K

Top Sells

1 +$3.21M
2 +$1.42M
3 +$1.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$673K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$427K

Sector Composition

1 Industrials 2.62%
2 Technology 1.09%
3 Consumer Staples 0.52%
4 Financials 0.42%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,731