TWP
TFO Wealth Partners Portfolio holdings
AUM
$568M
This Quarter Return
+17.09%
1 Year Return
+18.07%
3 Year Return
+49.56%
5 Year Return
+65.89%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+9.2%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-7.03%
Top 10 Holdings %
Top 10 Hldgs %
94.02%
Holding
167
New
38
Increased
15
Reduced
33
Closed
30
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.3M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$2.63M |
| 3 |
Apple
AAPL
|
$1.65M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$1.34M |
| 5 |
Amazon
AMZN
|
$948K |
Sector Composition
| 1 | Technology | 0.53% |
| 2 | Financials | 0.42% |
| 3 | Communication Services | 0.37% |
| 4 | Healthcare | 0.28% |
| 5 | Consumer Discretionary | 0.23% |
