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
$260M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$105K
3
+$70.3K
4
MSFT icon
Microsoft
MSFT
+$23.2K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$20K

Top Sells

1
+$7.78M
2
+$1.46M
3
+$646K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$504K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$354K

Sector Composition

1 Technology 0.6%
2 Financials 0.44%
3 Communication Services 0.39%
4 Healthcare 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
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