TWM

Tripletail Wealth Management Portfolio holdings

AUM $84.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.6M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$447K
2 +$252K
3 +$221K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K
5
HCA icon
HCA Healthcare
HCA
+$196K

Sector Composition

1 Industrials 29.07%
2 Technology 22.31%
3 Financials 7.38%
4 Healthcare 5.29%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CROX icon
276
Crocs
CROX
$4.59B
$5.6K 0.01%
+70
HII icon
277
Huntington Ingalls Industries
HII
$11.3B
$5.51K 0.01%
+19
ZBH icon
278
Zimmer Biomet
ZBH
$20.3B
$5.45K 0.01%
+55
FBIN icon
279
Fortune Brands Innovations
FBIN
$6.29B
$5.4K 0.01%
+105
MCHP icon
280
Microchip Technology
MCHP
$36.4B
$5.3K 0.01%
+79
RF icon
281
Regions Financial
RF
$21.7B
$5.22K 0.01%
+200
SMCI icon
282
Super Micro Computer
SMCI
$28.5B
$5.15K 0.01%
+90
SOLV icon
283
Solventum
SOLV
$12.6B
$5.09K 0.01%
+69
LULU icon
284
lululemon athletica
LULU
$21.2B
$5.08K 0.01%
+29
CGIE icon
285
Capital Group International Equity ETF
CGIE
$1.08B
$4.75K 0.01%
+138
SPRY icon
286
ARS Pharmaceuticals
SPRY
$978M
$4.66K 0.01%
+450
ETSY icon
287
Etsy
ETSY
$7.32B
$4.66K 0.01%
+66
GHYB icon
288
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$100M
$4.65K 0.01%
+102
DD icon
289
DuPont de Nemours
DD
$34B
$4.6K 0.01%
+57
CRCL
290
Circle Internet Group
CRCL
$30.1B
$4.59K 0.01%
+30
FELV icon
291
Fidelity Enhanced Large Cap Value ETF
FELV
$2.46B
$4.59K 0.01%
+136
ALNY icon
292
Alnylam Pharmaceuticals
ALNY
$62.1B
$4.54K 0.01%
+10
IPG icon
293
Interpublic Group of Companies
IPG
$9.87B
$4.22K 0.01%
+155
ADP icon
294
Automatic Data Processing
ADP
$115B
$4.09K ﹤0.01%
+14
EMR icon
295
Emerson Electric
EMR
$74.4B
$4.04K ﹤0.01%
+30
INTC icon
296
Intel
INTC
$182B
$3.75K ﹤0.01%
+100
CTVA icon
297
Corteva
CTVA
$42.1B
$3.61K ﹤0.01%
+56
TTD icon
298
Trade Desk
TTD
$26.5B
$3.46K ﹤0.01%
+63
ABT icon
299
Abbott
ABT
$220B
$3.45K ﹤0.01%
+26
BMRN icon
300
BioMarin Pharmaceuticals
BMRN
$10.3B
$3.35K ﹤0.01%
+60