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TWM

TopTier Wealth Management Portfolio holdings

AUM $163M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.96%
2 Industrials 1.11%
3 Consumer Discretionary 1.08%
4 Healthcare 1.08%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UMAR icon
226
Innovator US Equity Ultra Buffer ETF March
UMAR
$204M
$47.1K 0.03%
+1,186
ONON icon
227
On Holding
ONON
$12.8B
$47.1K 0.03%
+1,384
AXP icon
228
American Express
AXP
$239B
$46.6K 0.03%
+154
VBR icon
229
Vanguard Small-Cap Value ETF
VBR
$36.7B
$46.5K 0.03%
+214
QBF
230
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$14M
$46.4K 0.03%
+2,716
PRF icon
231
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$46.2K 0.03%
+972
CVX icon
232
Chevron
CVX
$351B
$46.1K 0.03%
+223
SPYV icon
233
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$45.8K 0.03%
+810
PNC icon
234
PNC Financial Services
PNC
$101B
$45.8K 0.03%
+220
SCHX icon
235
Schwab US Large- Cap ETF
SCHX
$72.5B
$45.1K 0.03%
+1,758
JPST icon
236
JPMorgan Ultra-Short Income ETF
JPST
$39.7B
$44.6K 0.03%
+882
XOM icon
237
ExxonMobil
XOM
$576B
$44.5K 0.03%
+262
PCAR icon
238
PACCAR
PCAR
$65.6B
$43.5K 0.03%
+377
IVW icon
239
iShares S&P 500 Growth ETF
IVW
$75.5B
$43.2K 0.03%
+382
BUFB icon
240
Innovator Laddered Allocation Buffer ETF
BUFB
$316M
$43.1K 0.03%
+1,201
SNA icon
241
Snap-on
SNA
$20.8B
$42.9K 0.03%
+118
KSEP
242
Innovator U.S. Small Cap Power Buffer ETF - September
KSEP
$24.7M
$42.8K 0.03%
+1,518
NXPI icon
243
NXP Semiconductors
NXPI
$73.8B
$42.3K 0.03%
+215
CAT icon
244
Caterpillar
CAT
$439B
$42.2K 0.03%
+60
ETN icon
245
Eaton
ETN
$158B
$41.8K 0.03%
+117
VXUS icon
246
Vanguard Total International Stock ETF
VXUS
$152B
$41.6K 0.03%
+540
DGX icon
247
Quest Diagnostics
DGX
$23B
$40.2K 0.02%
+205
IGIB icon
248
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$39.9K 0.02%
+750
CRWD icon
249
CrowdStrike
CRWD
$191B
$39.8K 0.02%
+408
COP icon
250
ConocoPhillips
COP
$133B
$39.1K 0.02%
+296