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
276
$1.02K ﹤0.01%
17
+10
277
$1.02K ﹤0.01%
6
+5
278
$1.02K ﹤0.01%
11
+10
279
$1.01K ﹤0.01%
9
+6
280
$1.01K ﹤0.01%
+13
281
$1K ﹤0.01%
+6
282
$1K ﹤0.01%
25
+19
283
$1K ﹤0.01%
34
+25
284
$999 ﹤0.01%
4
+3
285
$998 ﹤0.01%
38
+16
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$989 ﹤0.01%
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$981 ﹤0.01%
7
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$976 ﹤0.01%
37
+7
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$972 ﹤0.01%
13
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7
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$968 ﹤0.01%
3
293
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28
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14
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5
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$950 ﹤0.01%
55
+33
297
$950 ﹤0.01%
28
+15
298
$947 ﹤0.01%
57
+13
299
$941 ﹤0.01%
+2
300
$937 ﹤0.01%
7
+4
10 11
12
13 14