TWP

TFO Wealth Partners Portfolio holdings

AUM $613M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$7.98M
3
+$2.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$642K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$631K

Top Sells

1
+$225K
2
+$192K
3
+$192K
4
CSCO icon
Cisco
CSCO
+$172K
5
UGI icon
UGI
UGI
+$152K

Sector Composition

1 Technology 0.88%
2 Financials 0.55%
3 Consumer Discretionary 0.47%
4 Communication Services 0.34%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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