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
176
$4.98K ﹤0.01%
72
+59
177
$4.78K ﹤0.01%
18
178
$4.64K ﹤0.01%
79
179
$4.22K ﹤0.01%
9
+1
180
$4.16K ﹤0.01%
54
+39
181
$3.89K ﹤0.01%
21
182
$3.85K ﹤0.01%
297
183
$3.7K ﹤0.01%
33
+5
184
$3.62K ﹤0.01%
31
185
$3.52K ﹤0.01%
2,500
186
$3.47K ﹤0.01%
24
+15
187
$3.3K ﹤0.01%
77
188
$3K ﹤0.01%
29
+13
189
$2.95K ﹤0.01%
18
+11
190
$2.92K ﹤0.01%
47
191
$2.87K ﹤0.01%
32
+22
192
$2.73K ﹤0.01%
68
193
$2.69K ﹤0.01%
42
+22
194
$2.46K ﹤0.01%
7
+5
195
$2.44K ﹤0.01%
26
196
$2.43K ﹤0.01%
14
+8
197
$2.38K ﹤0.01%
22
198
$2.23K ﹤0.01%
31
+22
199
$2.23K ﹤0.01%
5
+3
200
$2.22K ﹤0.01%
12
+8
6 7
8
9 10