TDWM

Topel & Distasi Wealth Management Portfolio holdings

AUM $191M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Materials 0.5%
2 Technology 0.3%
3 Communication Services 0.17%
4 Utilities 0.16%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,336