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

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
351
$737 ﹤0.01%
+10
352
$735 ﹤0.01%
4
+3
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$732 ﹤0.01%
3
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4
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31
+19
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5
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3
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$675 ﹤0.01%
+44
372
$669 ﹤0.01%
14
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$667 ﹤0.01%
4
+1
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$664 ﹤0.01%
2
375
$663 ﹤0.01%
2