Portfolio (Quarterly)
Guide ↗
Towerpoint Wealth, LLC
· CIK 0001731445| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VTC | VANGUARD SCOTTSDALE FDS | — | 4,770 | $370K | 0.15% | SOLD |
| 2 | ISCG | ISHARES TR | — | 4,624 | $256K | 0.10% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 624 | $231K | 0.09% | SOLD |
| 4 | DIS | DISNEY WALT CO | Communication Services | 2,022 | $230K | 0.09% | SOLD |
| 5 | ICVT | ISHARES TR | — | 2,044 | $201K | 0.08% | SOLD |
Sector Allocation
Financial Services
30.2%
Technology
23.5%
Healthcare
14.6%
Communication Services
12.6%
Consumer Defensive
10.4%
Consumer Cyclical
4.6%
Energy
3.0%
Industrials
1.1%