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
GDGeneral Dynamics Corp Recent Activity New Position	0.21%	$1.042M 3,956 shares@ $263.5 avg price	New Position
VOOVanguard Index Fds Recent Activity Increased 6.63%	0.21%	$1.041M 1,932 shares@ $538.78 avg price	Increased 6.63%
XOMExxon Mobil Corp Recent Activity Increased 2.47%	0.2%	$1.01M 9,394 shares@ $107.57 avg price	Increased 2.47%
EVREvercore Inc Recent Activity New Position	0.2%	$990,124 3,572 shares@ $277.2 avg price	New Position
MRVLMarvell Technology Inc Recent Activity Increased 6%	0.2%	$989,635 8,960 shares@ $110.46 avg price	Increased 6%
SPLGSpdr Ser Tr Recent Activity Increased 0.38%	0.2%	$985,494 14,295 shares@ $68.94 avg price	Increased 0.38%
SPTMSpdr Ser Tr Recent Activity Increased 0.42%	0.2%	$971,522 13,601 shares@ $71.44 avg price	Increased 0.42%
IBDRIshares Tr Recent Activity Increased 8.93%	0.18%	$912,364 37,904 shares@ $24.08 avg price	Increased 8.93%
BSCYInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.18%	$876,563 43,362 shares@ $20.22 avg price	New Position
MCDMcdonalds Corp Recent Activity Increased 4.54%	0.17%	$854,882 2,949 shares@ $289.89 avg price	Increased 4.54%