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TDWM

Topel & Distasi Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 12.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$471K
3
+$462K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$456K
5
AMZN icon
Amazon
AMZN
+$432K

Top Sells

1
+$845K
2
+$397K
3
+$326K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$124K
5
NEE icon
NextEra Energy
NEE
+$124K

Sector Composition

1 Technology 0.74%
2 Materials 0.66%
3 Communication Services 0.4%
4 Consumer Discretionary 0.21%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.19%
8,913
+24
52
$348K 0.17%
3,747
-12
53
$345K 0.17%
6,464
54
$340K 0.17%
3,522
55
$325K 0.16%
6,416
-30
56
$319K 0.16%
6,187
-571
57
$271K 0.13%
2,967
-120
58
$244K 0.12%
485
59
$236K 0.12%
3,132
-1,696
60
$229K 0.11%
716
-40
61
$222K 0.11%
1,198
-397
62
– –
-3,862
1 2
3