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
1051
$44 ﹤0.01%
1
1052
$43 ﹤0.01%
1
1053
$42 ﹤0.01%
1
1054
$41 ﹤0.01%
1
1055
$40 ﹤0.01%
+1
1056
$39 ﹤0.01%
2
1057
$38 ﹤0.01%
3
1058
$37 ﹤0.01%
1
1059
$37 ﹤0.01%
2
1060
$36 ﹤0.01%
1
1061
$36 ﹤0.01%
3
1062
$36 ﹤0.01%
1
1063
$35 ﹤0.01%
1
1064
$35 ﹤0.01%
1
1065
$35 ﹤0.01%
1
1066
$34 ﹤0.01%
1
1067
$34 ﹤0.01%
1
1068
$33 ﹤0.01%
2
1069
$33 ﹤0.01%
2
1070
$32 ﹤0.01%
2
1071
$32 ﹤0.01%
2
+1
1072
$32 ﹤0.01%
3
1073
$32 ﹤0.01%
1
1074
$31 ﹤0.01%
+1
1075
$29 ﹤0.01%
1
41 42
43
44 45