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
BSMPInvesco Exch Trd Slf Idx Fd Recent Activity Increased 2.18%	0.11%	$528,902 21,579 shares@ $24.52 avg price	Increased 2.18%
BSMQInvesco Exch Trd Slf Idx Fd Recent Activity Increased 2.45%	0.11%	$526,531 22,339 shares@ $23.58 avg price	Increased 2.45%
BSMRInvesco Exch Trd Slf Idx Fd Recent Activity Increased 2%	0.11%	$525,714 22,276 shares@ $23.61 avg price	Increased 2%
BSMUInvesco Exch Trd Slf Idx Fd Recent Activity Increased 3.27%	0.11%	$520,825 23,979 shares@ $21.73 avg price	Increased 3.27%
QYLDGlobal X Fds Recent Activity Increased 22.95%	0.11%	$517,908 28,425 shares@ $18.23 avg price	Increased 22.95%
BSCTInvesco Exch Trd Slf Idx Fd Recent Activity	0.1%	$498,004 27,154 shares@ $18.34 avg price
COPConocophillips Recent Activity	0.1%	$493,669 4,978 shares@ $99.18 avg price
SPDWSpdr Index Shs Fds Recent Activity Increased 0.45%	0.1%	$480,964 14,092 shares@ $34.14 avg price	Increased 0.45%
NTRANatera Inc Recent Activity	0.1%	$457,487 2,890 shares@ $158.3 avg price
SPLVInvesco Exch Traded Fd Tr Ii Recent Activity	0.09%	$431,410 6,163 shares@ $70.0 avg price