TLWM

Portfolio Overview

TLWM has reported a substantial expansion in assets under management, with the total portfolio value growing by 79.4% from $304.59M to $546.30M quarter-over-quarter. This significant capital infusion coincides with a major overhaul of the portfolio's composition. The manager currently holds 72 positions, indicating a shift toward a more diversified structure compared to the previous period. The portfolio is heavily concentrated in Exchange Traded Funds (ETF...