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
THC icon
651
Tenet Healthcare
THC
$15.6B
$377 ﹤0.01%
+2
DT icon
652
Dynatrace
DT
$11.3B
$370 ﹤0.01%
+10
VIK icon
653
Viking Holdings
VIK
$41.3B
$367 ﹤0.01%
+5
BC icon
654
Brunswick
BC
$5.43B
$364 ﹤0.01%
+5
IFF icon
655
International Flavors & Fragrances
IFF
$19.7B
$363 ﹤0.01%
+5
NXT icon
656
Nextpower Inc
NXT
$20.4B
$362 ﹤0.01%
+3
STLD icon
657
Steel Dynamics
STLD
$37.2B
$360 ﹤0.01%
+2
WWD icon
658
Woodward
WWD
$21.3B
$358 ﹤0.01%
+1
DG icon
659
Dollar General
DG
$23B
$356 ﹤0.01%
+3
MDLN
660
Medline Inc
MDLN
$30.3B
$356 ﹤0.01%
+8
BALL icon
661
Ball Corp
BALL
$15B
$355 ﹤0.01%
+6
VLTO icon
662
Veralto
VLTO
$20.7B
$354 ﹤0.01%
+4
TXT icon
663
Textron
TXT
$16.1B
$350 ﹤0.01%
+4
WLK icon
664
Westlake Corp
WLK
$11.3B
$350 ﹤0.01%
+3
AKAM icon
665
Akamai
AKAM
$21B
$345 ﹤0.01%
+3
CRL icon
666
Charles River Laboratories
CRL
$7.92B
$345 ﹤0.01%
+2
HST icon
667
Host Hotels & Resorts
HST
$16.1B
$345 ﹤0.01%
+18
PPL icon
668
PPL Corp
PPL
$27B
$344 ﹤0.01%
+9
A icon
669
Agilent Technologies
A
$32.7B
$342 ﹤0.01%
+3
RLI icon
670
RLI Corp
RLI
$4.79B
$342 ﹤0.01%
+6
TYL icon
671
Tyler Technologies
TYL
$12.4B
$342 ﹤0.01%
+1
IQV icon
672
IQVIA
IQV
$27.6B
$341 ﹤0.01%
+2
NUE icon
673
Nucor
NUE
$56.1B
$338 ﹤0.01%
+2
GIS icon
674
General Mills
GIS
$18B
$335 ﹤0.01%
+9
DOW icon
675
Dow Inc
DOW
$24.9B
$333 ﹤0.01%
+8