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
1076
$27 ﹤0.01%
1
1077
$27 ﹤0.01%
1
1078
$26 ﹤0.01%
1
1079
$26 ﹤0.01%
1
1080
$25 ﹤0.01%
2
1081
$24 ﹤0.01%
1
1082
$23 ﹤0.01%
4
1083
$23 ﹤0.01%
1
1084
$23 ﹤0.01%
1
1085
$23 ﹤0.01%
1
1086
$22 ﹤0.01%
1
1087
$21 ﹤0.01%
1
1088
$21 ﹤0.01%
3
1089
$21 ﹤0.01%
3
1090
$21 ﹤0.01%
2
1091
$20 ﹤0.01%
1
1092
$18 ﹤0.01%
1
1093
$18 ﹤0.01%
1
1094
$18 ﹤0.01%
1
1095
$16 ﹤0.01%
2
1096
$15 ﹤0.01%
2
1097
$14 ﹤0.01%
1
1098
$13 ﹤0.01%
1
1099
$13 ﹤0.01%
1
1100
$12 ﹤0.01%
1
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