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
326
$829 ﹤0.01%
40
327
$816 ﹤0.01%
+8
328
$810 ﹤0.01%
21
+6
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+1
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+48
331
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+11
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$801 ﹤0.01%
18
+10
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9
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$791 ﹤0.01%
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10
+2
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4
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345
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$742 ﹤0.01%
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347
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4
+1
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$738 ﹤0.01%
+3
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$738 ﹤0.01%
+13
350
$737 ﹤0.01%
14
+7
12 13
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15 16