TWP

TFO Wealth Partners Portfolio holdings

AUM $568M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$657K
3
+$335K
4
AAPL icon
Apple
AAPL
+$243K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$202K

Top Sells

1
+$14.5K
2
+$6K
3
+$453
4
PDCE
PDC Energy, Inc.
PDCE
+$356
5
TRTN
Triton International Limited
TRTN
+$250

Sector Composition

1 Healthcare 0.67%
2 Technology 0.47%
3 Financials 0.44%
4 Industrials 0.19%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49K ﹤0.01%
12
+8
227
$1.48K ﹤0.01%
11
+9
228
$1.46K ﹤0.01%
11
+4
229
$1.44K ﹤0.01%
8
+1
230
$1.44K ﹤0.01%
2
+1
231
$1.42K ﹤0.01%
25
232
$1.42K ﹤0.01%
89
+64
233
$1.4K ﹤0.01%
5
+2
234
$1.39K ﹤0.01%
17
+15
235
$1.38K ﹤0.01%
2
+1
236
$1.36K ﹤0.01%
81
+60
237
$1.34K ﹤0.01%
14
+11
238
$1.31K ﹤0.01%
10
+6
239
$1.31K ﹤0.01%
17
240
$1.31K ﹤0.01%
12
+2
241
$1.29K ﹤0.01%
31
+19
242
$1.28K ﹤0.01%
22
+14
243
$1.27K ﹤0.01%
22
+11
244
$1.26K ﹤0.01%
10
+7
245
$1.24K ﹤0.01%
6
+3
246
$1.24K ﹤0.01%
26
+15
247
$1.23K ﹤0.01%
11
+5
248
$1.23K ﹤0.01%
5
249
$1.22K ﹤0.01%
9
+5
250
$1.22K ﹤0.01%
26
+20
8 9
10
11 12