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
SNPS icon
351
Synopsys
SNPS
$101B
$8.33K 0.01%
+21
PBR icon
352
Petrobras
PBR
$122B
$8.3K 0.01%
+400
GEV icon
353
GE Vernova
GEV
$277B
$7.86K ﹤0.01%
+9
VWO icon
354
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$7.84K ﹤0.01%
+145
LYV icon
355
Live Nation Entertainment
LYV
$38.8B
$7.78K ﹤0.01%
+51
OKE icon
356
Oneok
OKE
$55.6B
$7.5K ﹤0.01%
+83
AGGY icon
357
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$868M
$7.47K ﹤0.01%
+172
AMGN icon
358
Amgen
AMGN
$181B
$7.39K ﹤0.01%
+21
DGRE icon
359
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$149M
$7.02K ﹤0.01%
+212
DCI icon
360
Donaldson
DCI
$9.7B
$6.96K ﹤0.01%
+82
GDX icon
361
VanEck Gold Miners ETF
GDX
$26B
$6.88K ﹤0.01%
+75
ORI icon
362
Old Republic International
ORI
$9.35B
$6.86K ﹤0.01%
+172
T icon
363
AT&T
T
$173B
$6.84K ﹤0.01%
+236
DE icon
364
Deere & Co
DE
$143B
$6.76K ﹤0.01%
+12
D icon
365
Dominion Energy
D
$59.1B
$6.74K ﹤0.01%
+109
VEU icon
366
Vanguard FTSE All-World ex-US ETF
VEU
$66.3B
$6.6K ﹤0.01%
+88
GM icon
367
General Motors
GM
$75.8B
$6.26K ﹤0.01%
+84
IXC icon
368
iShares Global Energy ETF
IXC
$2.5B
$6.22K ﹤0.01%
+108
SCHF icon
369
Schwab International Equity ETF
SCHF
$66B
$5.69K ﹤0.01%
+230
TTD icon
370
Trade Desk
TTD
$10.5B
$5.45K ﹤0.01%
+240
PH icon
371
Parker-Hannifin
PH
$108B
$5.37K ﹤0.01%
+6
ULTA icon
372
Ulta Beauty
ULTA
$22.1B
$5.23K ﹤0.01%
+10
BWXT icon
373
BWX Technologies
BWXT
$18.2B
$5.11K ﹤0.01%
+25
FPX icon
374
First Trust US Equity Opportunities ETF
FPX
$1.45B
$5.08K ﹤0.01%
+32
MU icon
375
Micron Technology
MU
$1.05T
$5.07K ﹤0.01%
+15