TWP

TFO Wealth Partners Portfolio holdings

AUM $668M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$69.1K
2
+$51.1K
3
+$28.1K
4
IOO icon
iShares Global 100 ETF
IOO
+$17.2K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.4K

Top Sells

1
+$2.61M
2
+$1.4M
3
+$1.37M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$452K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$436K

Sector Composition

1 Technology 0.12%
2 Healthcare 0.11%
3 Financials 0.06%
4 Industrials 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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930
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931
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933
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934
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935
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936
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937
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