TopTier Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW TopTier Wealth Management, LLC | Institutional Filer | ▲ 10.44% | $162.7M | 795 |
Current Portfolio Holdings
Showing all 795 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | — | 158K | $13.9M | 8.55% |
| 2 | QQQ | Invesco QQQ Trust | — | 18K | $10.5M | 6.44% |
| 3 | DLN | WISDOMTREE TR | — | 106K | $9.4M | 5.81% |
| 4 | EES | WISDOMTREE TR | — | 95K | $5.5M | 3.38% |
| 5 | EPS | WISDOMTREE TR | — | 80K | $5.5M | 3.36% |
| 6 | BOXX | EA SERIES TRUST | — | 45K | $5.3M | 3.24% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 7K | $4.8M | 2.92% |
| 8 | EZM | WISDOMTREE TR | — | 61K | $4.1M | 2.52% |
| 9 | VTI | VANGUARD INDEX FDS | — | 10K | $3.1M | 1.91% |
| 10 | BFEB | INNOVATOR ETFS TRUST | — | 58K | $2.7M | 1.69% |
| 11 | IJR | ISHARES TR | — | 22K | $2.7M | 1.65% |
| 12 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 60K | $2.5M | 1.51% |
| 13 | BDEC | INNOVATOR ETFS TRUST | — | 49K | $2.4M | 1.45% |
| 14 | DWM | WISDOMTREE TR | — | 32K | $2.3M | 1.38% |
| 15 | DES | WISDOMTREE TR | — | 59K | $2.1M | 1.30% |
Showing 1 to 15 of 795 holdings