TCPW

Twin City Private Wealth Portfolio holdings

AUM $132M
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$781K
3 +$572K
4
KMX icon
CarMax
KMX
+$465K
5
COP icon
ConocoPhillips
COP
+$419K

Top Sells

1 +$1.01M
2 +$723K
3 +$364K
4
CVX icon
Chevron
CVX
+$347K
5
QCOM icon
Qualcomm
QCOM
+$285K

Sector Composition

1 Financials 18.63%
2 Healthcare 13.77%
3 Technology 12.71%
4 Communication Services 11.65%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,606