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
$533M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$391K
2 +$225K
3 +$215K
4
JPM icon
JPMorgan Chase
JPM
+$215K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$47.7K

Top Sells

1 +$2.38M
2 +$1.98M
3 +$1.05M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$995K
5
BCSF icon
Bain Capital Specialty
BCSF
+$838K

Sector Composition

1 Technology 0.2%
2 Utilities 0.04%
3 Financials 0.04%
4 Industrials 0.03%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,733
52
-3,461