TWP

TFO Wealth Partners Portfolio holdings

AUM $735M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.27M
3
+$984K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$863K
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$689K

Top Sells

1
+$2.2M
2
+$532K
3
+$209K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$97.2K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$90.3K

Sector Composition

1 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,184
1 2
3