TWP
TFO Wealth Partners Portfolio holdings
AUM
$613M
1-Year Est. Return
17.81%
1 Year Est. Return
+17.81%
AUM
$491M
AUM Growth
+$12.8M
(+2.7%)
Holding
1,118
Top Buys
| 1 | +$616K | |
| 2 | +$265K | |
| 3 | +$175K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$83.5K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$81.3K |
Top Sells
| 1 | +$3.61M | |
| 2 | +$1.33M | |
| 3 | +$982K | |
| 4 |
Pfizer
PFE
|
+$785K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$776K |
Sector Composition
| 1 | Healthcare | 0.19% |
| 2 | Technology | 0.15% |
| 3 | Industrials | 0.09% |
| 4 | Financials | 0.08% |
| 5 | Communication Services | 0.05% |