TWP
Total Wealth Planning Portfolio holdings
AUM
$791M
This Quarter Return
-8.58%
1 Year Return
+10.4%
3 Year Return
+29.57%
5 Year Return
+44.73%
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.14%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$31.2M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$23.8M |
| 3 |
Vanguard Value ETF
VTV
|
$14.8M |
| 4 |
Vanguard Growth ETF
VUG
|
$13.4M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$6.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.22% |
| 2 | Consumer Staples | 1.12% |
| 3 | Healthcare | 0.22% |
