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TWP

TFO Wealth Partners Portfolio holdings

AUM $735M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$928K
3
+$752K
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$329K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$322K

Top Sells

1
+$1.76M
2
+$799K
3
+$784K
4
AMZN icon
Amazon
AMZN
+$535K
5
OC icon
Owens Corning
OC
+$361K

Sector Composition

1 Industrials 0.21%
2 Technology 0.11%
3 Financials 0.09%
4 Healthcare 0.09%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+14
127
$1K ﹤0.01%
18
128
$1K ﹤0.01%
+3
129
$1K ﹤0.01%
+1
130
$1K ﹤0.01%
+12
131
$1K ﹤0.01%
78
+20
132
$1K ﹤0.01%
10
-19
133
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-153
134
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-4,931
135
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136
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137
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-1,000
138
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143
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144
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147
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148
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4 5
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