TWP

TFO Wealth Partners Portfolio holdings

AUM $613M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
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
376
$663 ﹤0.01%
34
+22
377
$662 ﹤0.01%
7
378
$659 ﹤0.01%
+43
379
$659 ﹤0.01%
3
380
$658 ﹤0.01%
+4
381
$656 ﹤0.01%
+3
382
$648 ﹤0.01%
4
+1
383
$648 ﹤0.01%
16
+4
384
$644 ﹤0.01%
20
+17
385
$643 ﹤0.01%
10
386
$638 ﹤0.01%
17
+15
387
$630 ﹤0.01%
+5
388
$629 ﹤0.01%
37
+29
389
$629 ﹤0.01%
19
+14
390
$626 ﹤0.01%
6
+3
391
$626 ﹤0.01%
10
+8
392
$625 ﹤0.01%
14
+6
393
$625 ﹤0.01%
25
+13
394
$623 ﹤0.01%
7
+3
395
$622 ﹤0.01%
2
+1
396
$619 ﹤0.01%
15
+12
397
$614 ﹤0.01%
+3
398
$612 ﹤0.01%
17
+6
399
$611 ﹤0.01%
+54
400
$611 ﹤0.01%
11
+5
14 15
16
17 18