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
$506M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$2.43M
3 +$644K
4
AMZN icon
Amazon
AMZN
+$532K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$418K

Sector Composition

1 Technology 0.29%
2 Industrials 0.16%
3 Consumer Discretionary 0.12%
4 Healthcare 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$0 ﹤0.01%
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$0 ﹤0.01%
2
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