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

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
126
$26.6K 0.01%
76
+3
127
$26.5K 0.01%
108
+3
128
$26.3K 0.01%
69
129
$26K 0.01%
121
130
$26K 0.01%
135
+4
131
$25.4K 0.01%
261
132
$24.7K 0.01%
234
+3
133
$24K 0.01%
676
+10
134
$23.9K 0.01%
124
135
$23.8K 0.01%
142
136
$23.6K ﹤0.01%
121
+1
137
$23.4K ﹤0.01%
136
138
$23.4K ﹤0.01%
267
+3
139
$23K ﹤0.01%
201
140
$22.8K ﹤0.01%
107
141
$22.3K ﹤0.01%
114
+62
142
$22.1K ﹤0.01%
155
+8
143
$22.1K ﹤0.01%
121
+1
144
$22.1K ﹤0.01%
196
145
$21.7K ﹤0.01%
240
+12
146
$21.4K ﹤0.01%
191
147
$20.1K ﹤0.01%
184
+7
148
$19.5K ﹤0.01%
292
149
$18.8K ﹤0.01%
360
150
$17.7K ﹤0.01%
160