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TWP

TFO Wealth Partners Portfolio holdings

AUM $735M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.02M
3
+$933K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$729K
5
AMZN icon
Amazon
AMZN
+$535K

Top Sells

1
+$3.2M
2
+$1.95M
3
+$1.06M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$332K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$329K

Sector Composition

1 Technology 0.35%
2 Financials 0.2%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-256
177
$0 ﹤0.01%
20
178
– –
-1,362
179
– –
-40
180
– –
-200
181
– –
-43
182
– –
-46
183
– –
-48
4 5 6 7
8