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
101
$39.3K 0.01%
283
+3
102
$36.9K 0.01%
288
103
$36.8K 0.01%
448
104
$36.5K 0.01%
162
105
$36.4K 0.01%
162
+4
106
$36K 0.01%
69
+1
107
$35.8K 0.01%
333
108
$35.8K 0.01%
175
+1
109
$34.8K 0.01%
401
+4
110
$34.4K 0.01%
155
111
$34.3K 0.01%
115
112
$33.5K 0.01%
3,352
+23
113
$32.9K 0.01%
443
+4
114
$32.1K 0.01%
184
+1
115
$31.2K 0.01%
142
+3
116
$30.5K 0.01%
265
117
$29K 0.01%
655
+10
118
$28.7K 0.01%
325
+5
119
$28.4K 0.01%
827
120
$28.4K 0.01%
407
+2
121
$28.3K 0.01%
114
+1
122
$28.1K 0.01%
70
+2
123
$28K 0.01%
648
124
$27.7K 0.01%
1,829
+30
125
$27.3K 0.01%
279
+7
3 4
5
6 7