TWP

TFO Wealth Partners Portfolio holdings

AUM $735M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Sells

1 +$4.77M
2 +$528K
3 +$105K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$98.4K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.9K

Sector Composition

1 Financials 0.49%
2 Industrials 0.13%
3 Technology 0.11%
4 Healthcare 0.11%
5 Energy 0.05%