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
901
$159 ﹤0.01%
+2
902
$158 ﹤0.01%
+3
903
$158 ﹤0.01%
5
904
$157 ﹤0.01%
+1
905
$154 ﹤0.01%
4
906
$153 ﹤0.01%
+6
907
$152 ﹤0.01%
2
908
$151 ﹤0.01%
3
909
$151 ﹤0.01%
+3
910
$148 ﹤0.01%
1
911
$148 ﹤0.01%
+20
912
$148 ﹤0.01%
+2
913
$146 ﹤0.01%
1
-1
914
$145 ﹤0.01%
3
915
$145 ﹤0.01%
4
916
$144 ﹤0.01%
28
917
$144 ﹤0.01%
1
918
$143 ﹤0.01%
+1
919
$143 ﹤0.01%
2
920
$140 ﹤0.01%
5
921
$140 ﹤0.01%
+4
922
$139 ﹤0.01%
+6
923
$139 ﹤0.01%
2
924
$138 ﹤0.01%
1
925
$137 ﹤0.01%
4
35 36
37
38 39