Alex Butters

@Tlwm

Latest period2024 - Q4

Reported5d 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
NXPINxp Semiconductors N V Recent Activity Increased 3.9%	0.17%	$847,824 4,079 shares@ $207.86 avg price	Increased 3.9%
ZSZscaler Inc Recent Activity Increased 4.72%	0.17%	$826,103 4,579 shares@ $180.42 avg price	Increased 4.72%
JJacobs Solutions Inc Recent Activity Increased 2.84%	0.17%	$817,759 6,120 shares@ $133.63 avg price	Increased 2.84%
EMNEastman Chem Co Recent Activity Increased 3.52%	0.16%	$807,266 8,840 shares@ $91.32 avg price	Increased 3.52%
AMDAdvanced Micro Devices Inc Recent Activity Increased 4.31%	0.15%	$761,580 6,305 shares@ $120.79 avg price	Increased 4.31%
STZConstellation Brands Inc Recent Activity Increased 3.56%	0.15%	$733,499 3,319 shares@ $221.0 avg price	Increased 3.56%
QQQInvesco Qqq Tr Recent Activity	0.13%	$659,489 1,290 shares@ $511.24 avg price
SCHBSchwab Strategic Tr Recent Activity Increased 201.62%	0.13%	$627,712 27,652 shares@ $22.71 avg price	Increased 201.62%
NICENice Ltd Recent Activity Increased 3.97%	0.12%	$596,816 3,514 shares@ $169.84 avg price	Increased 3.97%
BSMTInvesco Exch Trd Slf Idx Fd Recent Activity Increased 107.54%	0.11%	$529,777 23,094 shares@ $22.95 avg price	Increased 107.54%