TCPW
Twin City Private Wealth Portfolio holdings
AUM
$122M
1-Year Return
16.99%
This Quarter Return
+8.64%
1 Year Return
+16.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.79%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$3.79M |
| 2 |
Comcast
CMCSA
|
+$3.03M |
| 3 |
Wells Fargo
WFC
|
+$2.76M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.57M |
| 5 |
Microsoft
MSFT
|
+$2.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18.6% |
| 2 | Healthcare | 14.29% |
| 3 | Technology | 12.11% |
| 4 | Communication Services | 11.99% |
| 5 | Consumer Discretionary | 9.89% |
