TWP
Treybourne Wealth Planners Portfolio holdings
AUM
$162M
This Quarter Return
+15.07%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.53%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.4% |
| 2 | Consumer Discretionary | 2.82% |
| 3 | Technology | 0.96% |
| 4 | Consumer Staples | 0.59% |
| 5 | Communication Services | 0.5% |
