TWM

Tumwater Wealth Management Portfolio holdings

AUM $215M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.67%
2 Energy 1.25%
3 Industrials 0.55%
4 Consumer Staples 0.4%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$274K 0.14%
+2,548
27
$253K 0.13%
+433
28
$242K 0.13%
+9,348
29
$216K 0.11%
+986
30
$207K 0.11%
+1,704
31
$204K 0.11%
+800