TWPM

Total Wealth Planning & Management Portfolio holdings

AUM $126M
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
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$3.8M
3 +$3.31M
4
MSFT icon
Microsoft
MSFT
+$3.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Industrials 12.27%
3 Energy 11.06%
4 Financials 8.65%
5 Healthcare 8.08%