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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.92%
19.99%
$101.571M
173,306 shares@ $586.08 avg price
IWVIshares Tr
Recent Activity
Increased 0.56%
19.36%
$98.398M
294,384 shares@ $334.25 avg price
ACWXIshares Tr
Recent Activity
Increased 1.04%
8.46%
$42.956M
823,546 shares@ $52.16 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 8.27%
5.83%
$29.627M
1.525M shares@ $19.43 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 8.59%
5.24%
$26.623M
1.323M shares@ $20.14 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 9.31%
5.17%
$26.276M
1.605M shares@ $16.37 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 12.91%
4.73%
$24.038M
1.164M shares@ $20.66 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 11.62%
4.28%
$21.713M
1.115M shares@ $19.48 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 1.35%
3.81%
$19.34M
353,627 shares@ $54.7 avg price
IBDQIshares Tr
Recent Activity
Increased 0.25%
1.27%
$6.454M
257,649 shares@ $25.05 avg price