TDWM
Topel & Distasi Wealth Management Portfolio holdings
AUM
$191M
This Quarter Return
+3.64%
1 Year Return
+9.9%
3 Year Return
+33.85%
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
–
Cap. Flow
+$245M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.19%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$15.9M |
| 2 |
Vanguard Growth ETF
VUG
|
$14.5M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.6M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$10.5M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$9.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Healthcare | 0.15% |
