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
576
$359 ﹤0.01%
4
577
$359 ﹤0.01%
5
+4
578
$359 ﹤0.01%
5
579
$358 ﹤0.01%
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580
$358 ﹤0.01%
6
581
$356 ﹤0.01%
3
582
$356 ﹤0.01%
4
+2
583
$355 ﹤0.01%
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$354 ﹤0.01%
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585
$354 ﹤0.01%
3
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$354 ﹤0.01%
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$353 ﹤0.01%
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$352 ﹤0.01%
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$350 ﹤0.01%
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$349 ﹤0.01%
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$348 ﹤0.01%
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$347 ﹤0.01%
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$345 ﹤0.01%
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+9
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$344 ﹤0.01%
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$344 ﹤0.01%
+34
598
$344 ﹤0.01%
2
599
$342 ﹤0.01%
+1
600
$342 ﹤0.01%
+1
22 23
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