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
$115M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.67M
3 +$2.52M
4
HD icon
Home Depot
HD
+$1.43M
5
BA icon
Boeing
BA
+$1.24M

Top Sells

1 +$5.45M
2 +$4.09M
3 +$3.34M
4
AAPL icon
Apple
AAPL
+$66.4K
5
CROX icon
Crocs
CROX
+$28.7K

Sector Composition

1 Communication Services 26.09%
2 Industrials 23.42%
3 Consumer Discretionary 18.53%
4 Technology 13.68%
5 Financials 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8K 0.01%
+90
27
$4K ﹤0.01%
66
-98
28
-30,379
29
-82,272
30
-145,327
31
-4