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
JMEE icon
376
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.71B
$4.81K ﹤0.01%
+72
SXT icon
377
Sensient Technologies
SXT
$5.01B
$4.75K ﹤0.01%
+55
FTSL icon
378
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$4.54K ﹤0.01%
+101
LRCX icon
379
Lam Research
LRCX
$399B
$4.49K ﹤0.01%
+21
EMR icon
380
Emerson Electric
EMR
$78.3B
$4.46K ﹤0.01%
+34
AMD icon
381
Advanced Micro Devices
AMD
$808B
$4.27K ﹤0.01%
+21
FBIN icon
382
Fortune Brands Innovations
FBIN
$4.71B
$4.25K ﹤0.01%
+109
SCHW icon
383
Charles Schwab
SCHW
$149B
$3.67K ﹤0.01%
+39
ORLY icon
384
O'Reilly Automotive
ORLY
$73.8B
$3.51K ﹤0.01%
+38
TMO icon
385
Thermo Fisher Scientific
TMO
$170B
$3.44K ﹤0.01%
+7
COIN icon
386
Coinbase
COIN
$45.8B
$3.32K ﹤0.01%
+19
KRE icon
387
State Street SPDR S&P Regional Banking ETF
KRE
$3.87B
$3.26K ﹤0.01%
+50
EAPR icon
388
Innovator Emerging Markets Power Buffer ETF April
EAPR
$101M
$3.23K ﹤0.01%
+108
FCFS icon
389
FirstCash
FCFS
$10.1B
$3.2K ﹤0.01%
+17
KO icon
390
Coca-Cola
KO
$351B
$3.19K ﹤0.01%
+42
MGV icon
391
Vanguard Mega Cap Value ETF
MGV
$12.4B
$3.16K ﹤0.01%
+22
VYM icon
392
Vanguard High Dividend Yield ETF
VYM
$78.1B
$3.14K ﹤0.01%
+21
BAC icon
393
Bank of America
BAC
$363B
$3.07K ﹤0.01%
+63
VRIG icon
394
Invesco Variable Rate Investment Grade ETF
VRIG
$1.51B
$3.02K ﹤0.01%
+121
CNXC icon
395
Concentrix
CNXC
$1.6B
$3.01K ﹤0.01%
+110
LIN icon
396
Linde
LIN
$235B
$2.98K ﹤0.01%
+6
HD icon
397
Home Depot
HD
$317B
$2.96K ﹤0.01%
+9
EHC icon
398
Encompass Health
EHC
$10.3B
$2.9K ﹤0.01%
+30
C icon
399
Citigroup
C
$214B
$2.83K ﹤0.01%
+25
PG icon
400
Procter & Gamble
PG
$343B
$2.6K ﹤0.01%
+18