TWP
Total Wealth Planning Portfolio holdings
AUM
$791M
This Quarter Return
-10.98%
1 Year Return
+10.4%
3 Year Return
+29.57%
5 Year Return
+44.73%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(-6.7%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
64.31%
Holding
90
New
7
Increased
34
Reduced
34
Closed
9
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$10.1M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.82M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.94M |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
$2.24M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.09M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.92% |
| 2 | Real Estate | 0.72% |
| 3 | Energy | 0.34% |
| 4 | Technology | 0.27% |
| 5 | Consumer Discretionary | 0.22% |
