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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