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TW
Towerpoint Wealth Portfolio holdings
AUM
$248M
1-Year Est. Return
17.52%
This Fund
S&P 500
1 Year Est. Return
+17.52%
AUM
$168M
AUM Growth
-$9.04M
(-5.1%)
Holding
84
Top Buys
| 1 | +$1.53M | |
| 2 | +$549K | |
| 3 | +$519K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$508K |
| 5 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$428K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$837K | |
| 3 | +$360K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$281K |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$273K |
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Healthcare | 2.61% |
| 3 | Consumer Staples | 2.03% |
| 4 | Communication Services | 1.58% |
| 5 | Consumer Discretionary | 0.86% |