TWM
Tripletail Wealth Management Portfolio holdings
AUM
$84.6M
1 Year Est. Return
–
AUM
$84.6M
AUM Growth
+$14.5M
(+21%)
Holding
330
Top Buys
| 1 | +$447K | |
| 2 | +$252K | |
| 3 | +$221K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$216K |
| 5 |
HCA Healthcare
HCA
|
+$196K |
Top Sells
| 1 | +$6.06M | |
| 2 | +$524K | |
| 3 | +$286K | |
| 4 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$145K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$126K |
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 | |
|---|---|---|---|---|---|---|
326
iShares Core S&P US Growth ETF
IUSG
$25.7B
| $831 | ﹤0.01% |
+5
|
|
||
327
iShares Global Infrastructure ETF
IGF
$8.28B
| $740 | ﹤0.01% |
+12
|
|
||
328
Comcast
CMCSA
$111B
| $434 | ﹤0.01% |
+14
|
|
||
329
Ryan Specialty Holdings
RYAN
$6.73B
| $59 | ﹤0.01% |
+1
|
|
||
330
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$561M
| – | – |
-11,039
|
|