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
526
$402 ﹤0.01%
10
+6
527
$400 ﹤0.01%
6
+4
528
$399 ﹤0.01%
8
+7
529
$396 ﹤0.01%
2
530
$396 ﹤0.01%
3
531
$395 ﹤0.01%
+19
532
$395 ﹤0.01%
+2
533
$394 ﹤0.01%
3
534
$394 ﹤0.01%
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535
$393 ﹤0.01%
13
+7
536
$392 ﹤0.01%
7
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537
$392 ﹤0.01%
6
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$392 ﹤0.01%
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539
$390 ﹤0.01%
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$386 ﹤0.01%
+13
541
$385 ﹤0.01%
10
+9
542
$384 ﹤0.01%
+46
543
$384 ﹤0.01%
+2
544
$384 ﹤0.01%
7
545
$383 ﹤0.01%
6
546
$382 ﹤0.01%
5
+3
547
$382 ﹤0.01%
9
+7
548
$382 ﹤0.01%
+5
549
$381 ﹤0.01%
10
550
$381 ﹤0.01%
+1
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