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
976
$96 ﹤0.01%
1
977
$96 ﹤0.01%
3
978
$96 ﹤0.01%
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979
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1
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$94 ﹤0.01%
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981
$93 ﹤0.01%
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982
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4
983
$92 ﹤0.01%
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984
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985
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986
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987
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992
$87 ﹤0.01%
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$87 ﹤0.01%
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$87 ﹤0.01%
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$87 ﹤0.01%
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$86 ﹤0.01%
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$85 ﹤0.01%
3
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$84 ﹤0.01%
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999
$84 ﹤0.01%
1
1000
$84 ﹤0.01%
4
38 39
40
41 42