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
DHR icon
426
Danaher
DHR
$123B
$1.71K ﹤0.01%
+9
SPGI icon
427
S&P Global
SPGI
$123B
$1.7K ﹤0.01%
+4
LOW icon
428
Lowe's Companies
LOW
$122B
$1.65K ﹤0.01%
+7
ANET icon
429
Arista Networks
ANET
$194B
$1.6K ﹤0.01%
+13
TFC icon
430
Truist Financial
TFC
$60.4B
$1.56K ﹤0.01%
+34
USB icon
431
US Bancorp
USB
$84.9B
$1.56K ﹤0.01%
+30
CMCSA icon
432
Comcast
CMCSA
$90.1B
$1.52K ﹤0.01%
+53
VRT icon
433
Vertiv
VRT
$123B
$1.5K ﹤0.01%
+6
GRAL
434
GRAIL Inc
GRAL
$3.07B
$1.5K ﹤0.01%
+29
TMUS icon
435
T-Mobile US
TMUS
$206B
$1.47K ﹤0.01%
+7
PLD icon
436
Prologis
PLD
$137B
$1.45K ﹤0.01%
+11
FITB
437
Fifth Third Bancorp
FITB
$45.2B
$1.44K ﹤0.01%
+31
UBER icon
438
Uber
UBER
$144B
$1.44K ﹤0.01%
+20
CXSE icon
439
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$520M
$1.44K ﹤0.01%
+38
ADP icon
440
Automatic Data Processing
ADP
$87B
$1.42K ﹤0.01%
+7
FEMB icon
441
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$352M
$1.41K ﹤0.01%
+49
NEM icon
442
Newmont
NEM
$114B
$1.41K ﹤0.01%
+13
ACN icon
443
Accenture
ACN
$108B
$1.39K ﹤0.01%
+7
KKR icon
444
KKR & Co
KKR
$85.3B
$1.39K ﹤0.01%
+15
BX icon
445
Blackstone
BX
$144B
$1.38K ﹤0.01%
+12
NOC icon
446
Northrop Grumman
NOC
$78.3B
$1.36K ﹤0.01%
+2
SBUX icon
447
Starbucks
SBUX
$116B
$1.34K ﹤0.01%
+15
VRTX icon
448
Vertex Pharmaceuticals
VRTX
$111B
$1.34K ﹤0.01%
+3
TGT icon
449
Target
TGT
$58.3B
$1.33K ﹤0.01%
+11
RSG icon
450
Republic Services
RSG
$63.3B
$1.31K ﹤0.01%
+6