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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
SNPS icon
351
Synopsys
SNPS
$85.3B
$8.33K 0.01%
+21
PBR icon
352
Petrobras
PBR
$112B
$8.3K 0.01%
+400
GEV icon
353
GE Vernova
GEV
$293B
$7.86K ﹤0.01%
+9
VWO icon
354
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$7.84K ﹤0.01%
+145
LYV icon
355
Live Nation Entertainment
LYV
$41.8B
$7.78K ﹤0.01%
+51
OKE icon
356
Oneok
OKE
$56.7B
$7.5K ﹤0.01%
+83
AGGY icon
357
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$945M
$7.47K ﹤0.01%
+172
AMGN icon
358
Amgen
AMGN
$196B
$7.39K ﹤0.01%
+21
DGRE icon
359
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$147M
$7.02K ﹤0.01%
+212
DCI icon
360
Donaldson
DCI
$10.3B
$6.96K ﹤0.01%
+82
GDX icon
361
VanEck Gold Miners ETF
GDX
$22.9B
$6.88K ﹤0.01%
+75
ORI icon
362
Old Republic International
ORI
$10.1B
$6.86K ﹤0.01%
+172
T icon
363
AT&T
T
$147B
$6.84K ﹤0.01%
+236
DE icon
364
Deere & Co
DE
$158B
$6.76K ﹤0.01%
+12
D icon
365
Dominion Energy
D
$61.6B
$6.74K ﹤0.01%
+109
VEU icon
366
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$6.6K ﹤0.01%
+88
GM icon
367
General Motors
GM
$70.2B
$6.26K ﹤0.01%
+84
IXC icon
368
iShares Global Energy ETF
IXC
$2.07B
$6.22K ﹤0.01%
+108
SCHF icon
369
Schwab International Equity ETF
SCHF
$66.3B
$5.69K ﹤0.01%
+230
TTD icon
370
Trade Desk
TTD
$9.18B
$5.45K ﹤0.01%
+240
PH icon
371
Parker-Hannifin
PH
$121B
$5.37K ﹤0.01%
+6
ULTA icon
372
Ulta Beauty
ULTA
$20.2B
$5.23K ﹤0.01%
+10
BWXT icon
373
BWX Technologies
BWXT
$17B
$5.11K ﹤0.01%
+25
FPX icon
374
First Trust US Equity Opportunities ETF
FPX
$1.59B
$5.08K ﹤0.01%
+32
MU icon
375
Micron Technology
MU
$1.11T
$5.07K ﹤0.01%
+15