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
$91.4M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$1.74M
3 +$831K
4
KO icon
Coca-Cola
KO
+$749K
5
CROX icon
Crocs
CROX
+$313K

Top Sells

1 +$3.97M
2 +$3.5M
3 +$2.79M
4
AAPL icon
Apple
AAPL
+$73K
5
MAR icon
Marriott International
MAR
+$33K

Sector Composition

1 Communication Services 26.16%
2 Consumer Discretionary 21.08%
3 Technology 15.9%
4 Industrials 14.54%
5 Financials 14.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-218
27
-44,464