TF
TLWM Financial Portfolio holdings
AUM
$526M
This Quarter Return
+6.4%
1 Year Return
+10.65%
3 Year Return
+42.06%
5 Year Return
+68.19%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+25%)
Cap. Flow
+$72.5M
Cap. Flow
% of AUM
34.35%
Top 10 Holdings %
Top 10 Hldgs %
82.27%
Holding
62
New
10
Increased
41
Reduced
4
Closed
1
Top Buys
Top Sells
| 1 |
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
|
$636K |
| 2 |
Nice
NICE
|
$350K |
| 3 |
Lowe's Companies
LOW
|
$324K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$6.21K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.25K |
Sector Composition
| 1 | Consumer Discretionary | 3.45% |
| 2 | Technology | 2.05% |
| 3 | Healthcare | 1.66% |
| 4 | Communication Services | 1.01% |
| 5 | Financials | 0.97% |
