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
SNX icon
176
TD Synnex
SNX
$19.8B
$97K 0.06%
+575
PGR icon
177
Progressive
PGR
$115B
$95.4K 0.06%
+481
SHY icon
178
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$94.7K 0.06%
+1,147
ABBV icon
179
AbbVie
ABBV
$381B
$91.7K 0.06%
+422
EEM icon
180
iShares MSCI Emerging Markets ETF
EEM
$30.3B
$91.6K 0.06%
+1,612
UHS icon
181
Universal Health Services
UHS
$9.34B
$90.4K 0.06%
+505
KFEB
182
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$42.6M
$90.3K 0.06%
+3,214
PJUN icon
183
Innovator US Equity Power Buffer ETF June
PJUN
$633M
$88.4K 0.05%
+2,113
TEL icon
184
TE Connectivity
TEL
$60.9B
$86.5K 0.05%
+414
IDV icon
185
iShares International Select Dividend ETF
IDV
$8.6B
$85.1K 0.05%
+2,000
BMY icon
186
Bristol-Myers Squibb
BMY
$117B
$84.7K 0.05%
+1,397
NJUL icon
187
Innovator Growth-100 Power Buffer ETF July
NJUL
$214M
$84.5K 0.05%
+1,183
NKE icon
188
Nike
NKE
$68.1B
$83.8K 0.05%
+1,586
FHN icon
189
First Horizon
FHN
$11.5B
$83.4K 0.05%
+3,664
QQQJ icon
190
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.06B
$81.7K 0.05%
+2,255
IWC icon
191
iShares Micro-Cap ETF
IWC
$1.45B
$79.8K 0.05%
+500
GD icon
192
General Dynamics
GD
$92.7B
$78.7K 0.05%
+229
QMAR icon
193
FT Vest Growth-100 Buffer ETF March
QMAR
$550M
$77.3K 0.05%
+2,300
EFX icon
194
Equifax
EFX
$19.5B
$76.9K 0.05%
+427
QJUN icon
195
FT Vest Growth-100 Buffer ETF June
QJUN
$642M
$73.7K 0.05%
+2,360
JPM icon
196
JPMorgan Chase
JPM
$802B
$72.7K 0.04%
+247
MCK icon
197
McKesson
MCK
$90.9B
$71.8K 0.04%
+83
IQDG icon
198
WisdomTree International Quality Dividend Growth Fund
IQDG
$733M
$71.8K 0.04%
+1,788
GOOGL icon
199
Alphabet (Google) Class A
GOOGL
$4.71T
$70.2K 0.04%
+244
KMI icon
200
Kinder Morgan
KMI
$71.7B
$66.6K 0.04%
+1,986