Portfolio (Quarterly)
Guide ↗
TLWM
· CIK 0001732537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 10,403 | $1.8M | 0.32% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 6,189 | $1.4M | 0.25% | SOLD |
| 3 | NICE | NICE LTD | Technology | 7,894 | $870K | 0.16% | SOLD |
| 4 | J | JACOBS SOLUTIONS INC | Industrials | 6,802 | $866K | 0.16% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 2,586 | $629K | 0.11% | SOLD |
Sector Allocation
Financial Services
71.8%
Technology
11.3%
Communication Services
4.0%
Consumer Cyclical
3.8%
Industrials
3.6%
Healthcare
2.4%
Consumer Defensive
1.7%
Energy
1.1%
Basic Materials
0.3%