TWA
Tulsa Wealth Advisors Portfolio holdings
AUM
$570M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$570M
AUM Growth
+$270M
(+90%)
Holding
177
Top Buys
| 1 | +$58.7M | |
| 2 | +$58.5M | |
| 3 | +$48.7M | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$33.1M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$26.5M |
Top Sells
| 1 | +$8.22M | |
| 2 | +$6.74M | |
| 3 | +$6.7M | |
| 4 |
Walmart Inc
WMT
|
+$6.28M |
| 5 |
Microsoft
MSFT
|
+$5.56M |
Sector Composition
| 1 | Technology | 11.49% |
| 2 | Financials | 5.89% |
| 3 | Industrials | 4.68% |
| 4 | Consumer Discretionary | 3.7% |
| 5 | Healthcare | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Abbott
ABT
$148B
| – | – |
-1,793
|
|
||
177
Aaon
AAON
$11.5B
| – | – |
-8,463
|
|