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
$506M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$2.43M
3 +$644K
4
AMZN icon
Amazon
AMZN
+$532K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$418K

Sector Composition

1 Technology 0.29%
2 Industrials 0.16%
3 Consumer Discretionary 0.12%
4 Healthcare 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$418K 0.08%
+6,886
27
$361K 0.07%
+4,223
28
$325K 0.06%
4,172
-18
29
$296K 0.06%
1,083
30
$291K 0.06%
9,873
31
$279K 0.06%
8,977
32
$274K 0.05%
700
33
$268K 0.05%
8,710
34
$261K 0.05%
1,545
+1,145
35
$224K 0.04%
7,857
36
$214K 0.04%
+790
37
$210K 0.04%
4,921
+4,505
38
$204K 0.04%
+929
39
$187K 0.04%
1,606
+6
40
$141K 0.03%
5,410
41
$139K 0.03%
4,659
42
$139K 0.03%
+8,016
43
$132K 0.03%
1,000
44
$110K 0.02%
+924
45
$100K 0.02%
+4,000
46
$98K 0.02%
+4,931
47
$88K 0.02%
+534
48
$88K 0.02%
550
+101
49
$80K 0.02%
2,930
50
$80K 0.02%
+1,590