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
251
$1.22K ﹤0.01%
3
252
$1.21K ﹤0.01%
18
+17
253
$1.2K ﹤0.01%
21
+10
254
$1.2K ﹤0.01%
14
+2
255
$1.18K ﹤0.01%
6
+4
256
$1.18K ﹤0.01%
5
+3
257
$1.17K ﹤0.01%
+5
258
$1.17K ﹤0.01%
14
+2
259
$1.16K ﹤0.01%
24
+8
260
$1.15K ﹤0.01%
+12
261
$1.13K ﹤0.01%
9
+5
262
$1.12K ﹤0.01%
23
+18
263
$1.12K ﹤0.01%
38
+34
264
$1.12K ﹤0.01%
12
+11
265
$1.1K ﹤0.01%
7
+4
266
$1.1K ﹤0.01%
13
+2
267
$1.1K ﹤0.01%
+13
268
$1.09K ﹤0.01%
5
+2
269
$1.09K ﹤0.01%
4
+1
270
$1.08K ﹤0.01%
22
271
$1.06K ﹤0.01%
+13
272
$1.05K ﹤0.01%
16
+14
273
$1.04K ﹤0.01%
11
274
$1.03K ﹤0.01%
3
+2
275
$1.02K ﹤0.01%
+9
9 10
11
12 13