We are live on
!
Find out more
TCWA
Turtle Creek Wealth Advisors Portfolio holdings
AUM
$1.32B
1-Year Est. Return
25.15%
This Fund
S&P 500
1 Year Est. Return
+25.15%
AUM
$408M
AUM Growth
+$68M
(+20%)
Holding
868
Top Buys
| 1 | +$16.6M | |
| 2 | +$5.02M | |
| 3 | +$4.75M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.52M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$4.41M |
Top Sells
| 1 | +$4.04M | |
| 2 | +$2.91M | |
| 3 | +$2.64M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.52M |
| 5 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$987K |
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Financials | 9.65% |
| 3 | Healthcare | 6.4% |
| 4 | Consumer Discretionary | 6.14% |
| 5 | Industrials | 4.78% |