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
401
$607 ﹤0.01%
2
+1
402
$606 ﹤0.01%
5
+2
403
$605 ﹤0.01%
36
+25
404
$604 ﹤0.01%
8
405
$604 ﹤0.01%
7
+2
406
$602 ﹤0.01%
10
+5
407
$601 ﹤0.01%
7
408
$600 ﹤0.01%
+3
409
$593 ﹤0.01%
+8
410
$589 ﹤0.01%
+3
411
$589 ﹤0.01%
+4
412
$588 ﹤0.01%
9
+3
413
$587 ﹤0.01%
+13
414
$586 ﹤0.01%
14
+8
415
$586 ﹤0.01%
11
+3
416
$585 ﹤0.01%
8
+3
417
$584 ﹤0.01%
+10
418
$582 ﹤0.01%
8
+7
419
$581 ﹤0.01%
11
+4
420
$576 ﹤0.01%
2
421
$575 ﹤0.01%
5
+1
422
$573 ﹤0.01%
+4
423
$571 ﹤0.01%
+14
424
$567 ﹤0.01%
+8
425
$567 ﹤0.01%
7
15 16
17
18 19