We are live on ! Find out more
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
$521M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$928K
3
+$752K
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$329K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$322K

Top Sells

1
+$1.76M
2
+$799K
3
+$784K
4
AMZN icon
Amazon
AMZN
+$535K
5
OC icon
Owens Corning
OC
+$361K

Sector Composition

1 Industrials 0.21%
2 Technology 0.11%
3 Financials 0.09%
4 Healthcare 0.09%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-27
202
– –
-95
203
– –
-1
204
– –
-1,000
205
– –
-26
206
– –
-3,000
207
– –
-406
208
– –
-40
209
– –
-2
210
– –
-361
211
– –
-44
5 6 7 8
9