TWP

TFO Wealth Partners Portfolio holdings

AUM $568M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
876
$171 ﹤0.01%
+6
877
$170 ﹤0.01%
2
878
$170 ﹤0.01%
+14
879
$170 ﹤0.01%
3
880
$170 ﹤0.01%
2
881
$169 ﹤0.01%
+4
882
$169 ﹤0.01%
+3
883
$169 ﹤0.01%
+6
884
$168 ﹤0.01%
+3
885
$168 ﹤0.01%
+2
886
$167 ﹤0.01%
11
+10
887
$167 ﹤0.01%
+2
888
$167 ﹤0.01%
+25
889
$167 ﹤0.01%
2
890
$167 ﹤0.01%
6
+4
891
$166 ﹤0.01%
8
892
$165 ﹤0.01%
+2
893
$165 ﹤0.01%
+4
894
$164 ﹤0.01%
1
895
$164 ﹤0.01%
4
896
$164 ﹤0.01%
11
897
$163 ﹤0.01%
1
898
$162 ﹤0.01%
+10
899
$160 ﹤0.01%
+2
900
$159 ﹤0.01%
1
34 35
36
37 38