TWPM
Total Wealth Planning & Management Portfolio holdings
AUM $97.4M
AUM
$97.4M
AUM Growth
-$4.35M (-4%)
Cap. Flow
+$7M
Cap. Flow % of AUM
7.18%
Top 10 Holdings %Top 10 Hldgs %
22.22%
Holding
201
New
25
Increased
74
Reduced
57
Closed
27
Top Buys
| 1 | $1.22M | |
| 2 | $676K | |
| 3 | $617K | |
| 4 | $566K | |
| 5 | $487K |
Top Sells
| 1 | $6.58M | |
| 2 | $884K | |
| 3 | $599K | |
| 4 | $423K | |
| 5 | $274K |
Sector Composition
| 1 | Technology | 16.59% |
| 2 | Industrials | 10.68% |
| 3 | Financials | 10.67% |
| 4 | Healthcare | 8.33% |
| 5 | Energy | 8.28% |