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
$115M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$385K
2 +$250K
3 +$240K
4
RTX icon
RTX Corp
RTX
+$236K
5
LMT icon
Lockheed Martin
LMT
+$234K

Top Sells

1 +$373K
2 +$289K
3 +$257K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227K
5
PM icon
Philip Morris
PM
+$192K

Sector Composition

1 Financials 17.81%
2 Technology 13.06%
3 Healthcare 13.05%
4 Communication Services 11.4%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$15.4K 0.01%
+206
102
$90 ﹤0.01%
+1
103
-6,312
104
-15