TWP
TFO Wealth Partners Portfolio holdings
AUM
$568M
1-Year Return
18.07%
This Quarter Return
+7.58%
1 Year Return
+18.07%
3 Year Return
+49.56%
5 Year Return
+65.89%
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.8%
Holding
145
New
145
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$42.5M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$16.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.48M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.65M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$3.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.98% |
| 2 | Financials | 1.16% |
| 3 | Consumer Discretionary | 1.14% |
| 4 | Communication Services | 0.95% |
| 5 | Healthcare | 0.88% |
