Tlw Wealth Management, LLC Portfolio Holdings by Sector

Tlw Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$27,037 16.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$22,723 13.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$18,940 11.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$14,670 8.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$14,022 8.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$13,688 8.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$12,477 7.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$10,714 6.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$10,593 6.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$9,216 5.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$8,457 5.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3,959 2.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$51 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs XLK 1 stocks	$44 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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