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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
MRK icon
251
Merck
MRK
$305B
$39K 0.02%
+324
UNP icon
252
Union Pacific
UNP
$170B
$36.9K 0.02%
+152
DDTL
253
Innovator Equity Dual Directional 10 Buffer ETF - July
DDTL
$68.5M
$34.7K 0.02%
+1,676
FNOV icon
254
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$33.6K 0.02%
+630
CSCO icon
255
Cisco
CSCO
$478B
$33.5K 0.02%
+432
IVE icon
256
iShares S&P 500 Value ETF
IVE
$48.6B
$33.2K 0.02%
+157
NOW icon
257
ServiceNow
NOW
$111B
$32.9K 0.02%
+315
UAL icon
258
United Airlines
UAL
$40.9B
$32.5K 0.02%
+353
FTNT icon
259
Fortinet
FTNT
$115B
$32.4K 0.02%
+396
VOE icon
260
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$31.9K 0.02%
+173
SO icon
261
Southern Company
SO
$108B
$31.9K 0.02%
+330
PAYX icon
262
Paychex
PAYX
$38.2B
$31.2K 0.02%
+339
RWJ icon
263
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2B
$31.1K 0.02%
+616
DD icon
264
DuPont de Nemours
DD
$18.2B
$30.9K 0.02%
+225
PLTR icon
265
Palantir
PLTR
$304B
$30.9K 0.02%
+211
IAPR icon
266
Innovator International Developed Power Buffer ETF April
IAPR
$201M
$30.5K 0.02%
+964
EZBC icon
267
Franklin Bitcoin ETF
EZBC
$379M
$30.1K 0.02%
+767
HRTX icon
268
Heron Therapeutics
HRTX
$78.4M
$29.9K 0.02%
+37,350
VTV icon
269
Vanguard Value ETF
VTV
$185B
$29.7K 0.02%
+151
CEG icon
270
Constellation Energy
CEG
$89.8B
$29.4K 0.02%
+105
KMB icon
271
Kimberly-Clark
KMB
$37.3B
$29K 0.02%
+300
IXN icon
272
iShares Global Tech ETF
IXN
$9.22B
$28.9K 0.02%
+289
DGRO icon
273
iShares Core Dividend Growth ETF
DGRO
$42B
$28.4K 0.02%
+405
NMAR
274
Innovator Growth-100 Power Buffer ETF - March
NMAR
$96.7M
$28.3K 0.02%
+963
ZOCT
275
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$28K 0.02%
+1,047