TWM
Tumwater Wealth Management Portfolio holdings
AUM
$215M
This Quarter Return
-2.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.82%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
