TWP
TFO Wealth Partners Portfolio holdings
AUM
$668M
1-Year Est. Return
20.92%
This Fund
S&P 500
1 Year Est. Return
+20.92%
AUM
$668M
AUM Growth
+$54.7M
(+8.9%)
Holding
53
Top Buys
| 1 | +$14.2M | |
| 2 | +$5.94M | |
| 3 | +$5.17M | |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$3.46M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.93M |
Top Sells
| 1 | +$1.23M | |
| 2 | +$810K | |
| 3 | +$280K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$100K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$74.5K |
Sector Composition
| 1 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
374Water
SCWO
$54.8M
| $24.2K | ﹤0.01% |
11,859
-1
|
|
||
52
Vanguard FTSE All-World ex-US ETF
VEU
$64.5B
| – | – |
-3,930
|
|
||
53
Vanguard ESG International Stock ETF
VSGX
$6.39B
| – | – |
-11,678
|
|