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
826
$188 ﹤0.01%
+6
827
$188 ﹤0.01%
+3
828
$187 ﹤0.01%
31
829
$187 ﹤0.01%
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830
$187 ﹤0.01%
6
831
$187 ﹤0.01%
1
832
$187 ﹤0.01%
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833
$187 ﹤0.01%
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834
$187 ﹤0.01%
6
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835
$186 ﹤0.01%
4
836
$185 ﹤0.01%
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837
$184 ﹤0.01%
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838
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839
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840
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841
$182 ﹤0.01%
+5
842
$182 ﹤0.01%
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$182 ﹤0.01%
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844
$182 ﹤0.01%
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845
$182 ﹤0.01%
+5
846
$181 ﹤0.01%
2
847
$181 ﹤0.01%
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848
$179 ﹤0.01%
5
849
$179 ﹤0.01%
+3
850
$179 ﹤0.01%
+10
32 33
34
35 36