TWM

TRB Wealth Management Portfolio holdings

AUM $704M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$58.7M
2 +$41.2M
3 +$34.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$31.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.16%
2 Financials 4.39%
3 Communication Services 3.36%
4 Healthcare 2.89%
5 Consumer Discretionary 2.58%