TWM

TMD Wealth Management Portfolio holdings

AUM $456M
1-Year Est. Return 11.89%
This Quarter Est. Return
1 Year Est. Return
+11.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.5M
3
+$7.44M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$6.92M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$5.11M

Top Sells

1
+$21.3M
2
+$9.71M
3
+$7.17M
4
ARKK icon
ARK Innovation ETF
ARKK
+$6.42M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$6.01M

Sector Composition

1 Technology 2.2%
2 Financials 1.14%
3 Industrials 0.53%
4 Consumer Discretionary 0.5%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,318
52
– –
-914
53
– –
-8,120
54
– –
-104,333
1 2
3