TPWM
Twelve Points Wealth Management Portfolio holdings
AUM
$372M
This Quarter Return
+1.1%
1 Year Return
+9.53%
3 Year Return
+35.21%
5 Year Return
–
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(+5.9%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
43.93%
Holding
186
New
10
Increased
93
Reduced
56
Closed
10
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.99M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.52M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.44M |
| 4 |
Atkore
ATKR
|
$723K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$700K |
Top Sells
Sector Composition
| 1 | Technology | 9.14% |
| 2 | Financials | 6.67% |
| 3 | Industrials | 5.32% |
| 4 | Consumer Discretionary | 3.72% |
| 5 | Materials | 3.14% |
