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
IBM icon
276
IBM
IBM
$240B
$27.9K 0.02%
+115
EOG icon
277
EOG Resources
EOG
$71.5B
$27.6K 0.02%
+191
KNOV
278
Innovator U.S. Small Cap Power Buffer ETF - November
KNOV
$110M
$26.8K 0.02%
+935
SPGM icon
279
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.64B
$26.5K 0.02%
+350
MELI icon
280
Mercado Libre
MELI
$86B
$25.9K 0.02%
+15
QSIG
281
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$58M
$25.4K 0.02%
+523
XLF icon
282
State Street Financial Select Sector SPDR ETF
XLF
$49.7B
$24.9K 0.02%
+503
RACE icon
283
Ferrari
RACE
$58.7B
$24.4K 0.02%
+72
BPRE
284
Bluerock Private Real Estate Fund
BPRE
$24.2K 0.01%
+1,454
ILMN icon
285
Illumina
ILMN
$22.7B
$23.3K 0.01%
+189
GS icon
286
Goldman Sachs
GS
$294B
$23.2K 0.01%
+27
VOT icon
287
Vanguard Mid-Cap Growth ETF
VOT
$18.8B
$23.1K 0.01%
+90
NANC icon
288
Unusual Whales Subversive Democratic Trading ETF
NANC
$275M
$23K 0.01%
+545
WM icon
289
Waste Management
WM
$86.6B
$22.5K 0.01%
+98
VT icon
290
Vanguard Total World Stock ETF
VT
$74.7B
$22K 0.01%
+159
PYPL icon
291
PayPal
PYPL
$38.6B
$21.7K 0.01%
+480
DBC icon
292
Invesco DB Commodity Index Tracking Fund
DBC
$1.7B
$21.5K 0.01%
+744
WCBR
293
WisdomTree Cybersecurity Fund
WCBR
$89.9M
$21.4K 0.01%
+858
ACYN
294
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$430M
$20.1K 0.01%
+987
SCHA icon
295
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$20K 0.01%
+688
OUNZ icon
296
VanEck Merk Gold Trust
OUNZ
$2.7B
$19.9K 0.01%
+442
XMHQ icon
297
Invesco S&P MidCap Quality ETF
XMHQ
$5.29B
$19.2K 0.01%
+186
BRK.B icon
298
Berkshire Hathaway Class B
BRK.B
$1.04T
$19.2K 0.01%
+40
SCHM icon
299
Schwab US Mid-Cap ETF
SCHM
$14.6B
$18.6K 0.01%
+602
FNDA icon
300
Schwab Fundamental US Small Company Index ETF
FNDA
$9B
$18.5K 0.01%
+569