TWM
TMD Wealth Management Portfolio holdings
AUM
$456M
This Quarter Return
-12.09%
1 Year Return
+11.89%
3 Year Return
+2.39%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(-8.1%)
Cap. Flow
+$7.31M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
84.07%
Holding
49
New
3
Increased
8
Reduced
14
Closed
9
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$31.9M |
| 2 |
Vanguard Value ETF
VTV
|
$31.1M |
| 3 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$4.29M |
| 4 |
ARK Innovation ETF
ARKK
|
$2.25M |
| 5 |
Tenon Medical
TNON
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Financials | 1.05% |
| 3 | Communication Services | 0.62% |
| 4 | Healthcare | 0.61% |
| 5 | Industrials | 0.41% |
