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
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.43M
3
+$644K
4
AMZN icon
Amazon
AMZN
+$532K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$418K

Top Sells

1
+$825K
2
+$401K
3
+$227K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$116K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K

Sector Composition

1 Technology 0.29%
2 Industrials 0.16%
3 Consumer Discretionary 0.12%
4 Healthcare 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K ﹤0.01%
+488
77
$21K ﹤0.01%
+2,047
78
$17K ﹤0.01%
+1,500
79
$16K ﹤0.01%
+253
80
$16K ﹤0.01%
45
81
$15K ﹤0.01%
+2,000
82
$15K ﹤0.01%
+95
83
$15K ﹤0.01%
32
84
$14K ﹤0.01%
+100
85
$14K ﹤0.01%
770
86
$13K ﹤0.01%
294
+127
87
$13K ﹤0.01%
+361
88
$12K ﹤0.01%
+333
89
$12K ﹤0.01%
114
90
$12K ﹤0.01%
+3,000
91
$12K ﹤0.01%
+429
92
$10K ﹤0.01%
+31
93
$10K ﹤0.01%
190
94
$10K ﹤0.01%
116
95
$9K ﹤0.01%
+139
96
$9K ﹤0.01%
46
97
$8K ﹤0.01%
+153
98
$8K ﹤0.01%
+200
99
$8K ﹤0.01%
+140
100
$8K ﹤0.01%
+44
2 3
4
5 6