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
$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

Top Sells

1
+$14.5K
2
+$6K
3
+$453
4
PDCE
PDC Energy, Inc.
PDCE
+$356
5
TRTN
Triton International Limited
TRTN
+$250

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
476
$465 ﹤0.01%
+78
477
$464 ﹤0.01%
14
478
$464 ﹤0.01%
15
+11
479
$462 ﹤0.01%
+17
480
$461 ﹤0.01%
6
481
$457 ﹤0.01%
2
482
$457 ﹤0.01%
+7
483
$457 ﹤0.01%
3
484
$455 ﹤0.01%
6
485
$454 ﹤0.01%
2
486
$453 ﹤0.01%
+17
487
$452 ﹤0.01%
8
+5
488
$452 ﹤0.01%
4
+3
489
$450 ﹤0.01%
+4
490
$449 ﹤0.01%
12
491
$449 ﹤0.01%
7
+3
492
$446 ﹤0.01%
2
+1
493
$443 ﹤0.01%
3
494
$442 ﹤0.01%
2
495
$439 ﹤0.01%
+10
496
$439 ﹤0.01%
+3
497
$439 ﹤0.01%
14
498
$438 ﹤0.01%
4
499
$437 ﹤0.01%
3
500
$435 ﹤0.01%
20
+13
18 19
20
21 22