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
426
$563 ﹤0.01%
+6
427
$561 ﹤0.01%
+21
428
$561 ﹤0.01%
16
+5
429
$560 ﹤0.01%
+3
430
$558 ﹤0.01%
10
+6
431
$557 ﹤0.01%
7
+3
432
$557 ﹤0.01%
5
+4
433
$549 ﹤0.01%
12
434
$547 ﹤0.01%
+20
435
$546 ﹤0.01%
+3
436
$544 ﹤0.01%
+14
437
$544 ﹤0.01%
+13
438
$543 ﹤0.01%
5
+4
439
$543 ﹤0.01%
3
440
$538 ﹤0.01%
11
-1
441
$537 ﹤0.01%
9
+4
442
$532 ﹤0.01%
+1
443
$529 ﹤0.01%
6
444
$529 ﹤0.01%
14
+8
445
$522 ﹤0.01%
4
+1
446
$521 ﹤0.01%
11
+7
447
$520 ﹤0.01%
3
+1
448
$519 ﹤0.01%
5
449
$518 ﹤0.01%
5
+3
450
$517 ﹤0.01%
29
+11
16 17
18
19 20