TWM
TMD Wealth Management Portfolio holdings
AUM
$456M
This Quarter Return
+8.56%
1 Year Return
+11.89%
3 Year Return
+2.39%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.59%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.11% |
| 2 | Financials | 1.44% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Communication Services | 1.02% |
| 5 | Industrials | 0.61% |
