TWP

TFO Wealth Partners Portfolio holdings

AUM $613M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,118
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$265K
3
+$175K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$83.5K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$81.3K

Top Sells

1
+$3.61M
2
+$1.33M
3
+$982K
4
PFE icon
Pfizer
PFE
+$785K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$776K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.15%
3 Industrials 0.09%
4 Financials 0.08%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75.1K 0.02%
2,188
52
$74.4K 0.02%
2,446
53
$69.8K 0.01%
300
-140
54
$62.7K 0.01%
95
-37
55
$59.7K 0.01%
2,083
56
$52.4K 0.01%
333
-4
57
$49.3K 0.01%
360
58
$49.1K 0.01%
335
-11
59
$45.6K 0.01%
55
-1
60
$41.8K 0.01%
280
-680
61
$39.6K 0.01%
448
62
$39.3K 0.01%
112
-121
63
$35.7K 0.01%
3,295
-57
64
$34.2K 0.01%
65
-705
65
$34.1K 0.01%
115
66
$33.6K 0.01%
407
67
$32.4K 0.01%
139
-3
68
$31.4K 0.01%
121
69
$29.6K 0.01%
131
-4
70
$28.6K 0.01%
113
-1
71
$28.3K 0.01%
69
72
$28.3K 0.01%
510
+150
73
$27.3K 0.01%
161
-153
74
$25.5K 0.01%
124
75
$23.8K ﹤0.01%
120
-1
1 2
3
4 5