TCPW

Twin City Private Wealth Portfolio holdings

AUM $122M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
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 +$1.25M
2 +$754K
3 +$600K
4
KMX icon
CarMax
KMX
+$473K
5
COP icon
ConocoPhillips
COP
+$394K

Top Sells

1 +$1.01M
2 +$723K
3 +$411K
4
CVX icon
Chevron
CVX
+$347K
5
QCOM icon
Qualcomm
QCOM
+$301K

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