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

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
26
$776K 0.16%
12,347
27
$644K 0.13%
1,890
+985
28
$612K 0.13%
8,678
29
$542K 0.11%
3,279
30
$470K 0.1%
2,422
+1,252
31
$429K 0.09%
8,262
32
$370K 0.08%
770
+6
33
$314K 0.07%
2,611
34
$304K 0.06%
2,030
+730
35
$296K 0.06%
4,088
+935
36
$295K 0.06%
9,873
37
$290K 0.06%
8,710
38
$284K 0.06%
8,977
39
$283K 0.06%
118,596
40
$245K 0.05%
3,371
41
$243K 0.05%
7,857
42
$238K 0.05%
5,630
+20
43
$221K 0.05%
1,694
+69
44
$220K 0.05%
1,314
+8
45
$206K 0.04%
4,102
46
$187K 0.04%
788
+3
47
$185K 0.04%
1,545
+64
48
$182K 0.04%
2,041
+12
49
$162K 0.03%
1,114
+578
50
$159K 0.03%
4,659