TWP
TFO Wealth Partners Portfolio holdings
AUM
$568M
This Quarter Return
-1.63%
1 Year Return
+18.07%
3 Year Return
+49.56%
5 Year Return
+65.89%
10 Year Return
–
AUM
$506M
AUM Growth
+$506M
(+0.07%)
Cap. Flow
+$8.65M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
93.12%
Holding
196
New
73
Increased
21
Reduced
23
Closed
39
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$4.06M |
| 2 |
Dimensional International Value ETF
DFIV
|
$2.43M |
| 3 |
Apple
AAPL
|
$644K |
| 4 |
Amazon
AMZN
|
$532K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$418K |
Top Sells
Sector Composition
| 1 | Technology | 0.29% |
| 2 | Industrials | 0.16% |
| 3 | Consumer Discretionary | 0.12% |
| 4 | Healthcare | 0.08% |
| 5 | Financials | 0.07% |
