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
$506M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$21M
3
+$8.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$832K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K

Top Sells

1
+$4.02M
2
+$1.04M
3
+$752K
4
AMZN icon
Amazon
AMZN
+$651K
5
AAPL icon
Apple
AAPL
+$597K

Sector Composition

1 Technology 0.1%
2 Financials 0.08%
3 Healthcare 0.08%
4 Communication Services 0.03%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
666
-1,888
77
$7K ﹤0.01%
300
78
$7K ﹤0.01%
167
79
$7K ﹤0.01%
200
80
$7K ﹤0.01%
433
-866
81
$6K ﹤0.01%
+65
82
$6K ﹤0.01%
+15
83
$6K ﹤0.01%
+90
84
$5K ﹤0.01%
50
85
$5K ﹤0.01%
+100
86
$5K ﹤0.01%
+19
87
$5K ﹤0.01%
+200
88
$5K ﹤0.01%
60
-140
89
$5K ﹤0.01%
+40
90
$5K ﹤0.01%
+100
91
$5K ﹤0.01%
+95
92
$4K ﹤0.01%
+20
93
$4K ﹤0.01%
+200
94
$4K ﹤0.01%
+25
95
$4K ﹤0.01%
50
96
$4K ﹤0.01%
+30
97
$3K ﹤0.01%
20
-4,340
98
$3K ﹤0.01%
+50
99
$3K ﹤0.01%
+50
100
$3K ﹤0.01%
+60
2 3
4
5 6