TWP

TFO Wealth Partners Portfolio holdings

AUM $568M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$21M
3
+$8.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$832K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K

Top Sells

1
+$4.02M
2
+$1.04M
3
+$752K
4
AMZN icon
Amazon
AMZN
+$651K
5
AAPL icon
Apple
AAPL
+$597K

Sector Composition

1 Technology 0.1%
2 Financials 0.08%
3 Healthcare 0.08%
4 Communication Services 0.03%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21K ﹤0.01%
+90
52
$20K ﹤0.01%
+500
53
$18K ﹤0.01%
416
-4,559
54
$17K ﹤0.01%
+200
55
$16K ﹤0.01%
+32
56
$16K ﹤0.01%
45
57
$15K ﹤0.01%
770
-375
58
$14K ﹤0.01%
+67
59
$14K ﹤0.01%
200
-250
60
$14K ﹤0.01%
+300
61
$12K ﹤0.01%
114
+1
62
$12K ﹤0.01%
133
+9
63
$11K ﹤0.01%
100
-100
64
$11K ﹤0.01%
+19
65
$10K ﹤0.01%
190
66
$10K ﹤0.01%
+500
67
$10K ﹤0.01%
116
68
$10K ﹤0.01%
449
-977
69
$9K ﹤0.01%
+110
70
$9K ﹤0.01%
46
71
$9K ﹤0.01%
+57
72
$8K ﹤0.01%
+35
73
$8K ﹤0.01%
+230
74
$8K ﹤0.01%
48
75
$8K ﹤0.01%
44
-16
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3
4 5