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Alex Butters

@Tlwm

Latest period2024 - Q4ReportedManaged Assets$508.285MTotal holdings73
Assets growth rate3.09%Assets growth rate (2-Q avg)4.61%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Tlwm's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Tlwm over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 508.285M in assets, with a quarterly growth rate of 3.09% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Alex Butters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLKSelect Sector Spdr Tr
Recent Activity
New Position
3.66%
$18.574M
79,883 shares@ $232.53 avg price
KBESpdr Ser Tr
Recent Activity
New Position
3.52%
$17.871M
322,179 shares@ $55.47 avg price
GDGeneral Dynamics Corp
Recent Activity
New Position
0.21%
$1.042M
3,956 shares@ $263.5 avg price
EVREvercore Inc
Recent Activity
New Position
0.2%
$990,124
3,572 shares@ $277.2 avg price
BSCYInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.18%
$876,563
43,362 shares@ $20.22 avg price