We are live on ! Find out more
TWM

TLW Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.66M
3
+$511K
4
AMZN icon
Amazon
AMZN
+$398K
5
HD icon
Home Depot
HD
+$286K

Top Sells

1
+$4.52M
2
+$499K
3
+$155K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$43.3K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2K

Sector Composition

1 Consumer Discretionary 20.35%
2 Industrials 18.67%
3 Consumer Staples 17.76%
4 Communication Services 17.23%
5 Technology 15.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.37T
$24.6M 14.43%
85,871
-492
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$18.7M 10.97%
39,078
-31
WMT icon
3
Walmart Inc
WMT
$963B
$18.6M 10.87%
149,339
+460
DE icon
4
Deere & Co
DE
$156B
$16.5M 9.68%
29,326
+136
MSFT icon
5
Microsoft
MSFT
$2.9T
$13.2M 7.73%
35,655
+1,220
WM icon
6
Waste Management
WM
$88.1B
$12.5M 7.31%
54,300
+1,079
AAPL icon
7
Apple
AAPL
$4.28T
$12.4M 7.29%
49,056
+254
AMZN icon
8
Amazon
AMZN
$2.57T
$11.8M 6.94%
56,857
+1,808
COST icon
9
Costco
COST
$436B
$11.8M 6.89%
11,802
+137
TJX icon
10
TJX Companies
TJX
$186B
$11.7M 6.84%
73,123
+953
HD icon
11
Home Depot
HD
$327B
$5.88M 3.45%
17,886
+784
CROX icon
12
Crocs
CROX
$6.2B
$5.24M 3.07%
63,109
+2,382
META icon
13
Meta Platforms (Facebook)
META
$1.44T
$4.79M 2.81%
8,371
+2,584
FAST icon
14
Fastenal
FAST
$53.5B
$2.87M 1.68%
61,914
+49,822
MAR icon
15
Marriott International
MAR
$106B
$71.3K 0.04%
218
TSLA icon
16
Tesla
TSLA
$1.53T
$41.3K 0.02%
111
-10,979
INTU icon
17
Intuit
INTU
$75.7B
– –
-754
QQQ icon
18
Invesco QQQ Trust
QQQ
$479B
– –
-20
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$121B
– –
-301