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
$113M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$459K
3 +$381K
4
UL icon
Unilever
UL
+$292K
5
AAPL icon
Apple
AAPL
+$243K

Top Sells

1 +$1.58M
2 +$592K
3 +$421K
4
WFC icon
Wells Fargo
WFC
+$341K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$315K

Sector Composition

1 Financials 19.68%
2 Technology 14.03%
3 Healthcare 13.66%
4 Communication Services 11.99%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-76
102
-1
103
-34,564