Alex Butters

@Tlwm

Latest period2024 - Q4

Reported4d ago

Managed Assets$508.285M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Index Fds Recent Activity Exited	0%	$38.864M 137,253 shares@ $283.16 avg price	Exited
BSCOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$2.342M 110,869 shares@ $21.13 avg price	Exited
MRKMerck & Co Inc Recent Activity Exited	0%	$1.207M 10,627 shares@ $113.57 avg price	Exited
BSMOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$257,334 10,368 shares@ $24.83 avg price	Exited
IHFIshares Tr Recent Activity Exited	0%	$215,877 3,780 shares@ $57.12 avg price	Exited