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
701
$264 ﹤0.01%
+1
702
$262 ﹤0.01%
5
703
$261 ﹤0.01%
10
+7
704
$260 ﹤0.01%
3
705
$260 ﹤0.01%
2
706
$260 ﹤0.01%
4
707
$260 ﹤0.01%
3
708
$259 ﹤0.01%
+13
709
$259 ﹤0.01%
6
+4
710
$258 ﹤0.01%
+1
711
$258 ﹤0.01%
5
712
$258 ﹤0.01%
4
+2
713
$258 ﹤0.01%
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714
$257 ﹤0.01%
2
715
$257 ﹤0.01%
16
716
$255 ﹤0.01%
5
+4
717
$255 ﹤0.01%
+20
718
$253 ﹤0.01%
4
+3
719
$252 ﹤0.01%
22
720
$251 ﹤0.01%
+3
721
$251 ﹤0.01%
11
722
$250 ﹤0.01%
4
723
$250 ﹤0.01%
+20
724
$249 ﹤0.01%
3
725
$248 ﹤0.01%
7
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