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
$333M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$752K
2 +$449K
3 +$444K
4
TTD icon
Trade Desk
TTD
+$325K
5
BND icon
Vanguard Total Bond Market
BND
+$322K

Top Sells

1 +$1.05M
2 +$674K
3 +$281K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$245K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$229K

Sector Composition

1 Technology 0.7%
2 Communication Services 0.44%
3 Consumer Discretionary 0.37%
4 Industrials 0.33%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,140
177
-5,000
178
-168
179
$0 ﹤0.01%
20
180
$0 ﹤0.01%
10
181
-1,250