TCPW
Twin City Private Wealth Portfolio holdings
AUM
$132M
1-Year Est. Return
16.42%
This Fund
S&P 500
1 Year Est. Return
+16.42%
AUM
$132M
AUM Growth
+$4.11M
(+3.2%)
Holding
102
Top Buys
| 1 | +$422K | |
| 2 | +$413K | |
| 3 | +$377K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$352K |
| 5 |
Oracle
ORCL
|
+$294K |
Top Sells
| 1 | +$459K | |
| 2 | +$400K | |
| 3 | +$251K | |
| 4 |
Lloyds Banking Group
LYG
|
+$245K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$154K |
Sector Composition
| 1 | Financials | 18.75% |
| 2 | Technology | 14.03% |
| 3 | Healthcare | 13.91% |
| 4 | Communication Services | 12.07% |
| 5 | Consumer Discretionary | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
UnitedHealth
UNH
$259B
| – | – |
-1,158
|
|
||
102
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.7B
| – | – |
-1,861
|
|