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
151
$17.2K ﹤0.01%
43
152
$16.9K ﹤0.01%
266
153
$15.7K ﹤0.01%
41
154
$14.6K ﹤0.01%
321
155
$12.5K ﹤0.01%
335
+35
156
$11.8K ﹤0.01%
703
157
$11.7K ﹤0.01%
33
158
$11.6K ﹤0.01%
238
159
$11.3K ﹤0.01%
208
160
$11K ﹤0.01%
216
+7
161
$10.6K ﹤0.01%
69
+1
162
$10.4K ﹤0.01%
120
163
$10K ﹤0.01%
194
+102
164
$9.36K ﹤0.01%
136
165
$9.17K ﹤0.01%
290
166
$8.9K ﹤0.01%
31
+16
167
$8.68K ﹤0.01%
91
168
$8.64K ﹤0.01%
165
+27
169
$8.52K ﹤0.01%
88
170
$8.17K ﹤0.01%
17
+2
171
$8.1K ﹤0.01%
3
172
$7.95K ﹤0.01%
347
173
$7.79K ﹤0.01%
17
+2
174
$6.56K ﹤0.01%
90
175
$5.25K ﹤0.01%
72
+9
5 6
7
8 9