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

Top Sells

1
+$14.5K
2
+$6K
3
+$453
4
PDCE
PDC Energy, Inc.
PDCE
+$356
5
TRTN
Triton International Limited
TRTN
+$250

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
76
$64K 0.01%
+497
77
$63.9K 0.01%
+226
78
$62.8K 0.01%
519
+6
79
$60.6K 0.01%
154
+4
80
$60.4K 0.01%
337
+4
81
$59.1K 0.01%
2,083
82
$58.2K 0.01%
314
+1
83
$57.9K 0.01%
103
+1
84
$56.8K 0.01%
269
+8
85
$56K 0.01%
412
86
$55.7K 0.01%
114
+6
87
$54.6K 0.01%
1,280
+20
88
$53.5K 0.01%
464
+241
89
$52.5K 0.01%
346
+11
90
$49.1K 0.01%
1,350
91
$48.7K 0.01%
+958
92
$46.7K 0.01%
360
+5
93
$46.1K 0.01%
222
+114
94
$44.2K 0.01%
56
+1
95
$43.6K 0.01%
400
+4
96
$43.1K 0.01%
531
+2
97
$41.6K 0.01%
159
+1
98
$40.8K 0.01%
620
+9
99
$40.4K 0.01%
952
+14
100
$39.4K 0.01%
101
2 3
4
5 6