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
676
$288 ﹤0.01%
3
677
$287 ﹤0.01%
3
678
$287 ﹤0.01%
+2
679
$287 ﹤0.01%
2
680
$286 ﹤0.01%
+6
681
$285 ﹤0.01%
+1
682
$285 ﹤0.01%
+4
683
$283 ﹤0.01%
+3
684
$282 ﹤0.01%
+66
685
$282 ﹤0.01%
3
+2
686
$280 ﹤0.01%
3
687
$280 ﹤0.01%
3
688
$280 ﹤0.01%
+3
689
$277 ﹤0.01%
17
690
$277 ﹤0.01%
2
691
$275 ﹤0.01%
+16
692
$274 ﹤0.01%
3
+1
693
$274 ﹤0.01%
10
+9
694
$274 ﹤0.01%
+57
695
$273 ﹤0.01%
4
696
$269 ﹤0.01%
+5
697
$269 ﹤0.01%
+19
698
$268 ﹤0.01%
+9
699
$266 ﹤0.01%
5
700
$266 ﹤0.01%
+9
26 27
28
29 30