TLW WEALTH MANAGEMENT, LLC

CIK: 0001767217

Securities

Total Securities Securities Added Securities Removed Average Holding Period
19.00 1 1 14

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
140.38M 131.59M 8.79M 6.68 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
12.42M 24.37M 21.54M 80.92M 80.92M

CROX

Inst. Shares Owned: 114.58K

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GOOG

Inst. Shares Owned: 94.65K

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SBUX

Inst. Shares Owned: 73.21K

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TJX

Inst. Shares Owned: 68.22K

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WM

Inst. Shares Owned: 56.67K

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AAPL

Inst. Shares Owned: 56.44K

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AMZN

Inst. Shares Owned: 55.31K

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WMT

Inst. Shares Owned: 54.03K

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BRK-B

Inst. Shares Owned: 43.31K

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MSFT

Inst. Shares Owned: 37.63K

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DE

Inst. Shares Owned: 32.14K

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HD

Inst. Shares Owned: 20.44K

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MCD

Inst. Shares Owned: 19.13K

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COST

Inst. Shares Owned: 13.37K

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TSLA

Inst. Shares Owned: 3.44K

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OXY

Inst. Shares Owned: 472.00

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MAR

Inst. Shares Owned: 218.00

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FDX

Inst. Shares Owned: 23.00

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PG

Inst. Shares Owned: 1.00

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