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
$521M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$927K
3 +$762K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$329K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$314K

Top Sells

1 +$1.73M
2 +$888K
3 +$797K
4
AMZN icon
Amazon
AMZN
+$535K
5
OC icon
Owens Corning
OC
+$361K

Sector Composition

1 Industrials 0.21%
2 Technology 0.11%
3 Financials 0.09%
4 Healthcare 0.09%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$420K 0.08%
2,392
-5,055
27
$408K 0.08%
6,886
28
$367K 0.07%
767
+67
29
$355K 0.07%
4,612
+440
30
$329K 0.06%
+13,878
31
$314K 0.06%
1,083
32
$314K 0.06%
+12,069
33
$300K 0.06%
9,873
34
$287K 0.06%
8,977
35
$274K 0.05%
2,349
+743
36
$274K 0.05%
8,710
37
$245K 0.05%
+1,669
38
$245K 0.05%
+1,362
39
$229K 0.04%
7,857
40
$225K 0.04%
+6,212
41
$216K 0.04%
+8,712
42
$148K 0.03%
8,016
43
$143K 0.03%
1,000
44
$142K 0.03%
4,659
45
$141K 0.03%
5,410
46
$108K 0.02%
+1,000
47
$99K 0.02%
+900
48
$96K 0.02%
+350
49
$88K 0.02%
550
50
$80K 0.02%
2,930