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
776
$215 ﹤0.01%
1
777
$215 ﹤0.01%
+6
778
$210 ﹤0.01%
+23
779
$210 ﹤0.01%
1
780
$210 ﹤0.01%
+5
781
$210 ﹤0.01%
+3
782
$209 ﹤0.01%
8
783
$209 ﹤0.01%
18
784
$208 ﹤0.01%
5
785
$207 ﹤0.01%
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786
$206 ﹤0.01%
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787
$206 ﹤0.01%
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788
$206 ﹤0.01%
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$206 ﹤0.01%
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$205 ﹤0.01%
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$205 ﹤0.01%
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$205 ﹤0.01%
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$204 ﹤0.01%
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795
$203 ﹤0.01%
+4
796
$201 ﹤0.01%
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797
$201 ﹤0.01%
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$201 ﹤0.01%
5
799
$201 ﹤0.01%
21
800
$200 ﹤0.01%
+1
30 31
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