TWPM

Total Wealth Planning & Management Portfolio holdings

AUM $116M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$3.54M
3 +$2.8M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
AMZN icon
Amazon
AMZN
+$2.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.74%
2 Industrials 11.42%
3 Financials 11.23%
4 Communication Services 7.85%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0