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
551
$380 ﹤0.01%
14
552
$378 ﹤0.01%
6
+3
553
$377 ﹤0.01%
+13
554
$376 ﹤0.01%
10
+5
555
$376 ﹤0.01%
2
+1
556
$375 ﹤0.01%
+8
557
$373 ﹤0.01%
2
558
$373 ﹤0.01%
6
559
$372 ﹤0.01%
48
+25
560
$371 ﹤0.01%
3
+2
561
$370 ﹤0.01%
+30
562
$368 ﹤0.01%
+9
563
$367 ﹤0.01%
2
+1
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$367 ﹤0.01%
+1
565
$367 ﹤0.01%
2
566
$367 ﹤0.01%
2
+1
567
$366 ﹤0.01%
4
568
$366 ﹤0.01%
4
569
$363 ﹤0.01%
19
+18
570
$362 ﹤0.01%
+16
571
$362 ﹤0.01%
+44
572
$360 ﹤0.01%
+11
573
$360 ﹤0.01%
3
574
$360 ﹤0.01%
7
575
$359 ﹤0.01%
41
+40
21 22
23
24 25