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
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$21M
3 +$8.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$832K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K

Top Sells

1 +$4.02M
2 +$1.04M
3 +$752K
4
AMZN icon
Amazon
AMZN
+$651K
5
AAPL icon
Apple
AAPL
+$597K

Sector Composition

1 Technology 0.1%
2 Financials 0.08%
3 Healthcare 0.08%
4 Communication Services 0.03%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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203
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204
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205
-1,599
206
$0 ﹤0.01%
+2
207
-300
208
-1,998
209
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211
-500
212
-129