TWM

Topsail Wealth Management Portfolio holdings

AUM $547M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$64.7M
3 +$47.1M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$36M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.96%
2 Technology 3.25%
3 Consumer Discretionary 1.62%
4 Communication Services 0.89%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$324 ﹤0.01%
+2
202
$81 ﹤0.01%
+17,507