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
$211M
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$6.37K
2
+$5.07K

Top Sells

1
+$237M
2
+$28.6M
3
+$11M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.45M

Sector Composition

1 Financials 0%
2 Industrials 0%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,018
27
– –
-6,940
28
– –
-62,210
29
– –
-118,596
30
– –
-2,800
31
– –
-4,487,744
32
– –
-11,320
33
– –
-5,639
34
– –
-65,901
35
– –
-64,151
1
2