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

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
926
$137 ﹤0.01%
7
927
$137 ﹤0.01%
1
928
$137 ﹤0.01%
2
929
$136 ﹤0.01%
+3
930
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931
$135 ﹤0.01%
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932
$135 ﹤0.01%
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933
$134 ﹤0.01%
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934
$134 ﹤0.01%
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935
$133 ﹤0.01%
5
936
$130 ﹤0.01%
7
937
$130 ﹤0.01%
4
938
$129 ﹤0.01%
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939
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$129 ﹤0.01%
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941
$126 ﹤0.01%
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942
$125 ﹤0.01%
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943
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944
$124 ﹤0.01%
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945
$123 ﹤0.01%
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946
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947
$119 ﹤0.01%
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948
$119 ﹤0.01%
2
949
$119 ﹤0.01%
+1
950
$118 ﹤0.01%
3