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
$444M
AUM Growth
-$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$924K
3 +$814K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$588K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K

Sector Composition

1 Technology 0.34%
2 Healthcare 0.15%
3 Consumer Discretionary 0.14%
4 Industrials 0.13%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$1K ﹤0.01%
+28
452
$1K ﹤0.01%
+3
453
$1K ﹤0.01%
+51
454
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+18
455
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+7
456
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+35
457
$1K ﹤0.01%
+294
458
$1K ﹤0.01%
+4
459
$1K ﹤0.01%
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460
$1K ﹤0.01%
+3
461
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+12
462
$1K ﹤0.01%
32
-996
463
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464
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+85
465
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+25
466
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+2
467
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+164
468
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469
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+19
470
$1K ﹤0.01%
+12
471
$1K ﹤0.01%
+43
472
$1K ﹤0.01%
+11
473
$1K ﹤0.01%
+19
474
$1K ﹤0.01%
+55
475
$1K ﹤0.01%
+4