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
$491M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,118
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$265K
3
+$175K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$83.5K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$81.3K

Top Sells

1
+$3.61M
2
+$1.33M
3
+$982K
4
PFE icon
Pfizer
PFE
+$785K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$776K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.15%
3 Industrials 0.09%
4 Financials 0.08%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$78 ﹤0.01%
4
827
$78 ﹤0.01%
3
828
$78 ﹤0.01%
4
829
$77 ﹤0.01%
3
830
$77 ﹤0.01%
1
831
$77 ﹤0.01%
1
832
$76 ﹤0.01%
7
+2
833
$76 ﹤0.01%
1
834
$74 ﹤0.01%
1
-17
835
$72 ﹤0.01%
2
836
$71 ﹤0.01%
+2
837
$71 ﹤0.01%
1
838
$70 ﹤0.01%
2
-13
839
$70 ﹤0.01%
1
840
$70 ﹤0.01%
3
841
$70 ﹤0.01%
4
842
$68 ﹤0.01%
3
843
$67 ﹤0.01%
1
-4
844
$67 ﹤0.01%
1
845
$66 ﹤0.01%
1
846
$66 ﹤0.01%
1
847
$66 ﹤0.01%
9
-40
848
$66 ﹤0.01%
2
849
$65 ﹤0.01%
1
850
$63 ﹤0.01%
1
32 33
34
35 36