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
PANW icon
201
Palo Alto Networks
PANW
$202B
$65.9K 0.04%
+411
UPS icon
202
United Parcel Service
UPS
$88.8B
$65.8K 0.04%
+669
F icon
203
Ford
F
$63.3B
$64.2K 0.04%
+5,566
ISRG icon
204
Intuitive Surgical
ISRG
$148B
$63.2K 0.04%
+137
DJT icon
205
Trump Media & Technology Group
DJT
$2.37B
$62.2K 0.04%
+6,700
BIIB icon
206
Biogen
BIIB
$29.1B
$61.6K 0.04%
+336
Q
207
Qnity Electronics Inc
Q
$33.3B
$61K 0.04%
+529
ZDEK
208
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$114M
$60K 0.04%
+2,340
USMV icon
209
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$59.5K 0.04%
+642
QCOM icon
210
Qualcomm
QCOM
$246B
$59.2K 0.04%
+460
NAPR icon
211
Innovator Growth-100 Power Buffer ETF April
NAPR
$226M
$58.6K 0.04%
+1,072
FDEC icon
212
FT Vest US Equity Buffer ETF December
FDEC
$1.37B
$58.4K 0.04%
+1,175
GAUG icon
213
FT Vest US Equity Moderate Buffer ETF August
GAUG
$299M
$56.7K 0.03%
+1,466
ARKK icon
214
ARK Innovation ETF
ARKK
$6.1B
$55.1K 0.03%
+815
UOCT icon
215
Innovator US Equity Ultra Buffer ETF October
UOCT
$183M
$54.4K 0.03%
+1,423
MA icon
216
Mastercard
MA
$437B
$52.4K 0.03%
+105
EG icon
217
Everest Group
EG
$13.6B
$52.3K 0.03%
+160
IVV icon
218
iShares Core S&P 500 ETF
IVV
$838B
$52.3K 0.03%
+80
MCD icon
219
McDonald's
MCD
$200B
$51.6K 0.03%
+166
RDDT icon
220
Reddit
RDDT
$29.7B
$51.2K 0.03%
+380
CMG icon
221
Chipotle Mexican Grill
CMG
$41.9B
$50.2K 0.03%
+1,568
LMT icon
222
Lockheed Martin
LMT
$122B
$49.6K 0.03%
+82
DAL icon
223
Delta Air Lines
DAL
$53.7B
$48.3K 0.03%
+726
ORCL icon
224
Oracle
ORCL
$549B
$48.3K 0.03%
+328
LAMR icon
225
Lamar Advertising Co
LAMR
$15.4B
$48.1K 0.03%
+380