TWM
Tumwater Wealth Management Portfolio holdings
AUM
$215M
1 Year Est. Return
–
AUM
$192M
AUM Growth
+$1.02M
(+0.53%)
Holding
33
Top Buys
| 1 | +$951K | |
| 2 | +$625K | |
| 3 | +$624K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$428K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$206K |
Top Sells
| 1 | +$351K | |
| 2 | +$204K | |
| 3 | +$66.3K | |
| 4 |
Microsoft
MSFT
|
+$37.2K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$23.6K |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Energy | 1.43% |
| 3 | Industrials | 0.57% |
| 4 | Consumer Staples | 0.4% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart
WMT
$859B
| $284K | 0.15% |
3,240
|
|
||
27
Meta Platforms (Facebook)
META
$1.8T
| $284K | 0.15% |
493
+60
|
|
||
28
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
| $260K | 0.14% |
9,348
|
|
||
29
Vanguard Energy ETF
VDE
$7.04B
| $221K | 0.12% |
1,703
-1
|
|
||
30
Amazon
AMZN
$2.27T
| $207K | 0.11% |
1,087
+101
|
|
||
|
31
Vanguard Health Care ETF
VHT
$15.9B
| $206K | 0.11% |
+780
|
|
||
|
NAK
32
Northern Dynasty Minerals
NAK
$1.13B
| $48.9K | 0.03% |
+42,500
|
|
||
33
Vanguard Industrials ETF
VIS
$6.23B
| – | – |
-800
|
|