TF
TLWM Financial Portfolio holdings
AUM
$556M
1-Year Est. Return
10.51%
1 Year Est. Return
+10.51%
AUM
$526M
AUM Growth
+$26.2M
(+5.2%)
Holding
76
Top Buys
| 1 | +$48.8M | |
| 2 | +$1.61M | |
| 3 | +$234K | |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$228K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$205K |
Top Sells
| 1 | +$18M | |
| 2 | +$17.1M | |
| 3 | +$16.7M | |
| 4 |
Evercore
EVR
|
+$753K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$652K |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 2.08% |
| 3 | Industrials | 1.54% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Communication Services | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Advanced Micro Devices
AMD
$380B
| – | – |
-6,208
|
|