TCWA
Turtle Creek Wealth Advisors Portfolio holdings
AUM
$847M
1-Year Est. Return
19.55%
1 Year Est. Return
+19.55%
AUM
$670M
AUM Growth
+$237M
(+55%)
Holding
127
Top Buys
| 1 | +$12.9M | |
| 2 | +$10.3M | |
| 3 | +$10.1M | |
| 4 |
Eli Lilly
LLY
|
+$9.91M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$9.79M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$10.9M | |
| 3 | +$10.4M | |
| 4 |
Lowe's Companies
LOW
|
+$4.46M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$2.71M |
Sector Composition
| 1 | Technology | 16.9% |
| 2 | Financials | 12.87% |
| 3 | Energy | 8.34% |
| 4 | Healthcare | 7% |
| 5 | Consumer Discretionary | 6.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Putnam Focused Large Cap Value ETF
PVAL
$4.5B
| – | – |
-51,580
|
|
||
127
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-63,575
|
|