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
$444M
AUM Growth
-$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$924K
3 +$814K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$588K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K

Sector Composition

1 Technology 0.34%
2 Healthcare 0.15%
3 Consumer Discretionary 0.14%
4 Industrials 0.13%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K ﹤0.01%
+16
152
$8K ﹤0.01%
2,174
153
$8K ﹤0.01%
+48
154
$8K ﹤0.01%
48
-107
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$8K ﹤0.01%
+135
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$8K ﹤0.01%
+81
157
$8K ﹤0.01%
+236
158
$8K ﹤0.01%
1,970
159
$7K ﹤0.01%
+195
160
$7K ﹤0.01%
+14
161
$7K ﹤0.01%
+200
162
$7K ﹤0.01%
+240
163
$7K ﹤0.01%
+418
164
$7K ﹤0.01%
+145
165
$7K ﹤0.01%
+33
166
$7K ﹤0.01%
+116
167
$7K ﹤0.01%
+15
168
$7K ﹤0.01%
+46
169
$7K ﹤0.01%
+520
170
$7K ﹤0.01%
+205
171
$7K ﹤0.01%
+22
172
$7K ﹤0.01%
+58
173
$7K ﹤0.01%
+49
174
$7K ﹤0.01%
+165
175
$7K ﹤0.01%
+48