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
751
$231 ﹤0.01%
3
752
$230 ﹤0.01%
+3
753
$230 ﹤0.01%
13
754
$228 ﹤0.01%
+2
755
$228 ﹤0.01%
1
756
$228 ﹤0.01%
3
757
$227 ﹤0.01%
6
758
$226 ﹤0.01%
4
759
$226 ﹤0.01%
4
+3
760
$225 ﹤0.01%
+1
761
$225 ﹤0.01%
+3
762
$225 ﹤0.01%
2
763
$225 ﹤0.01%
6
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764
$224 ﹤0.01%
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765
$222 ﹤0.01%
3
766
$222 ﹤0.01%
+3
767
$219 ﹤0.01%
+2
768
$218 ﹤0.01%
2
769
$218 ﹤0.01%
+11
770
$218 ﹤0.01%
3
771
$217 ﹤0.01%
2
772
$215 ﹤0.01%
+4
773
$215 ﹤0.01%
7
774
$215 ﹤0.01%
6
775
$215 ﹤0.01%
+6
29 30
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