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
$228M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$241K
2 +$147K
3 +$122K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$90.9K

Sector Composition

1 Materials 0.51%
2 Technology 0.37%
3 Communication Services 0.21%
4 Utilities 0.18%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.09%
1,399