TWA

TPB Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
-9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.68M
3 +$1.5M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$859K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$595K

Top Sells

1 +$14.8M
2 +$4.44M
3 +$3.99M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$3.12M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M

Sector Composition

1 Consumer Discretionary 3.83%
2 Technology 3.21%
3 Real Estate 2.03%
4 Financials 1.28%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,901