TWM
TSA Wealth Management Portfolio holdings
AUM
$274M
1-Year Est. Return
11.91%
1 Year Est. Return
+11.91%
AUM
$251M
AUM Growth
+$5.7M
(+2.3%)
Holding
76
Top Buys
| 1 | +$6.52M | |
| 2 | +$3.33M | |
| 3 | +$2.85M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.77M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$2M |
Top Sells
| 1 | +$5M | |
| 2 | +$3.43M | |
| 3 | +$2.75M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.21M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.76M |
Sector Composition
| 1 | Consumer Staples | 1.97% |
| 2 | Energy | 1.26% |
| 3 | Technology | 1.06% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Financials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,392
|
|