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
$506M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.43M
3
+$644K
4
AMZN icon
Amazon
AMZN
+$532K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$418K

Top Sells

1
+$825K
2
+$401K
3
+$227K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$116K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K

Sector Composition

1 Technology 0.29%
2 Industrials 0.16%
3 Consumer Discretionary 0.12%
4 Healthcare 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K ﹤0.01%
200
102
$8K ﹤0.01%
48
103
$7K ﹤0.01%
50
-40
104
$7K ﹤0.01%
88
-112
105
$7K ﹤0.01%
+92
106
$7K ﹤0.01%
300
107
$7K ﹤0.01%
+126
108
$7K ﹤0.01%
44
109
$6K ﹤0.01%
+33
110
$6K ﹤0.01%
+27
111
$6K ﹤0.01%
+116
112
$6K ﹤0.01%
+397
113
$5K ﹤0.01%
+55
114
$5K ﹤0.01%
+26
115
$5K ﹤0.01%
+406
116
$4K ﹤0.01%
+282
117
$4K ﹤0.01%
50
118
$4K ﹤0.01%
+388
119
$4K ﹤0.01%
85
+39
120
$4K ﹤0.01%
+95
121
$4K ﹤0.01%
+68
122
$3K ﹤0.01%
50
123
$3K ﹤0.01%
+82
124
$3K ﹤0.01%
+172
125
$3K ﹤0.01%
12
3 4
5
6 7