TWP
Total Wealth Planning Portfolio holdings
AUM
$791M
This Quarter Return
+4.22%
1 Year Return
+10.4%
3 Year Return
+29.57%
5 Year Return
+44.73%
10 Year Return
–
AUM
$582M
AUM Growth
+$582M
(+5.5%)
Cap. Flow
+$7.78M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
60.12%
Holding
91
New
2
Increased
23
Reduced
53
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.17M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.34M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.02M |
| 4 |
Vanguard Value ETF
VTV
|
$776K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
$725K |
Sector Composition
| 1 | Consumer Staples | 0.77% |
| 2 | Energy | 0.22% |
| 3 | Technology | 0.16% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Healthcare | 0.09% |
