TW
Towerpoint Wealth Portfolio holdings
AUM
$226M
This Quarter Return
+6.34%
1 Year Return
+13.08%
3 Year Return
+47.14%
5 Year Return
+59.39%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+4.5%)
Cap. Flow
-$2.1M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
58%
Holding
90
New
7
Increased
32
Reduced
39
Closed
6
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$1.7M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.04M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.04M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$800K |
Top Sells
Sector Composition
| 1 | Healthcare | 3.16% |
| 2 | Technology | 2.2% |
| 3 | Consumer Staples | 1.98% |
| 4 | Communication Services | 1.38% |
| 5 | Energy | 0.72% |
