TPWM
Twelve Points Wealth Management Portfolio holdings
AUM
$372M
1-Year Return
9.53%
This Quarter Return
+5.27%
1 Year Return
+9.53%
3 Year Return
+35.21%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.97%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ASA
ASA Gold and Precious Metals
ASA
|
$7.44M |
| 2 |
VanEck Pharmaceutical ETF
PPH
|
$4.76M |
| 3 |
JPMorgan Chase
JPM
|
$2.83M |
| 4 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
$2.52M |
| 5 |
SPDR Gold Trust
GLD
|
$2.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.96% |
| 2 | Consumer Staples | 7.4% |
| 3 | Financials | 7.34% |
| 4 | Healthcare | 7.08% |
| 5 | Industrials | 6.35% |
