TCPW
Twin City Private Wealth Portfolio holdings
AUM
$132M
1-Year Est. Return
11.31%
This Fund
S&P 500
1 Year Est. Return
+11.31%
AUM
$132M
AUM Growth
-$367K
(-0.28%)
Holding
102
Top Buys
| 1 | +$1.44M | |
| 2 | +$907K | |
| 3 | +$753K | |
| 4 |
Booking.com
BKNG
|
+$745K |
| 5 |
Aon
AON
|
+$698K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$968K | |
| 3 | +$789K | |
| 4 |
Bank of America
BAC
|
+$621K |
| 5 |
eBay
EBAY
|
+$421K |
Sector Composition
| 1 | Financials | 17.83% |
| 2 | Healthcare | 14.76% |
| 3 | Technology | 14.32% |
| 4 | Communication Services | 11.31% |
| 5 | Consumer Discretionary | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Diageo
DEO
$44.3B
| – | – |
-9,147
|
|
||
|
102
Bank of America
BAC
$380B
| – | – |
-11,299
|
|