TWP
TFO Wealth Partners Portfolio holdings
AUM
$613M
1-Year Est. Return
17.81%
1 Year Est. Return
+17.81%
AUM
$613M
AUM Growth
+$45.3M
(+8%)
Holding
51
Top Buys
| 1 | +$2.6M | |
| 2 | +$2.35M | |
| 3 | +$1M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$896K |
| 5 |
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
|
+$696K |
Top Sells
| 1 | +$2.26M | |
| 2 | +$553K | |
| 3 | +$209K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$99.3K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$93.1K |
Sector Composition
| 1 | Industrials | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Value ETF
VTV
$152B
| – | – |
-1,184
|
|