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
$478M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$657K
3
+$335K
4
AAPL icon
Apple
AAPL
+$243K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$202K

Top Sells

1
+$14.5K
2
+$6K
3
+$453
4
PDCE
PDC Energy, Inc.
PDCE
+$356
5
TRTN
Triton International Limited
TRTN
+$250

Sector Composition

1 Healthcare 0.67%
2 Technology 0.47%
3 Financials 0.44%
4 Industrials 0.19%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$248 ﹤0.01%
1
727
$247 ﹤0.01%
2
728
$245 ﹤0.01%
2
729
$245 ﹤0.01%
+13
730
$245 ﹤0.01%
+7
731
$245 ﹤0.01%
+8
732
$244 ﹤0.01%
+6
733
$242 ﹤0.01%
+3
734
$241 ﹤0.01%
3
735
$240 ﹤0.01%
+1
736
$240 ﹤0.01%
1
737
$240 ﹤0.01%
6
+5
738
$239 ﹤0.01%
2
739
$239 ﹤0.01%
+11
740
$238 ﹤0.01%
+28
741
$238 ﹤0.01%
+4
742
$238 ﹤0.01%
2
743
$237 ﹤0.01%
+56
744
$237 ﹤0.01%
17
745
$237 ﹤0.01%
8
746
$236 ﹤0.01%
+2
747
$234 ﹤0.01%
5
748
$233 ﹤0.01%
2
749
$232 ﹤0.01%
+9
750
$231 ﹤0.01%
+13
28 29
30
31 32