TWM

TLW Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$1.62M
3 +$236K
4
EXPD icon
Expeditors International
EXPD
+$161K
5
VZ icon
Verizon
VZ
+$146K

Top Sells

1 +$2.83M
2 +$2.1M
3 +$149K
4
KSS icon
Kohl's
KSS
+$10.5K

Sector Composition

1 Communication Services 24.93%
2 Consumer Discretionary 24.17%
3 Industrials 22.81%
4 Technology 12.21%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$27K 0.03%
218
27
$10K 0.01%
+164
28
$1K ﹤0.01%
4
29
-477,736
30
-7,700