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
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.43M
3
+$644K
4
AMZN icon
Amazon
AMZN
+$532K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$418K

Top Sells

1
+$825K
2
+$401K
3
+$227K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$116K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K

Sector Composition

1 Technology 0.29%
2 Industrials 0.16%
3 Consumer Discretionary 0.12%
4 Healthcare 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68K 0.01%
2,188
52
$68K 0.01%
2,070
53
$67K 0.01%
+3,285
54
$65K 0.01%
2,446
55
$62K 0.01%
2,083
56
$61K 0.01%
2,804
+1,304
57
$54K 0.01%
+2,174
58
$53K 0.01%
400
59
$44K 0.01%
+1,710
60
$43K 0.01%
+2,377
61
$38K 0.01%
+1,000
62
$35K 0.01%
+1,228
63
$34K 0.01%
457
-19
64
$34K 0.01%
+1,452
65
$31K 0.01%
450
+250
66
$31K 0.01%
511
67
$30K 0.01%
185
+4
68
$30K 0.01%
1,426
+977
69
$30K 0.01%
52
70
$29K 0.01%
1,000
+770
71
$27K 0.01%
+496
72
$24K ﹤0.01%
2,554
+1,888
73
$24K ﹤0.01%
+138
74
$23K ﹤0.01%
+103
75
$22K ﹤0.01%
410
-18
1 2
3
4 5