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
201
$2.21K ﹤0.01%
19
+9
202
$2.21K ﹤0.01%
205
+81
203
$2.21K ﹤0.01%
66
+63
204
$2.1K ﹤0.01%
19
205
$2.1K ﹤0.01%
81
206
$2.02K ﹤0.01%
50
207
$2.01K ﹤0.01%
27
208
$1.89K ﹤0.01%
25
+24
209
$1.86K ﹤0.01%
17
+5
210
$1.85K ﹤0.01%
+21
211
$1.83K ﹤0.01%
16
+9
212
$1.82K ﹤0.01%
15
+8
213
$1.82K ﹤0.01%
31
214
$1.79K ﹤0.01%
4
+3
215
$1.79K ﹤0.01%
25
216
$1.77K ﹤0.01%
77
+41
217
$1.77K ﹤0.01%
21
+6
218
$1.73K ﹤0.01%
16
+8
219
$1.72K ﹤0.01%
18
+11
220
$1.71K ﹤0.01%
6
+3
221
$1.67K ﹤0.01%
97
+64
222
$1.64K ﹤0.01%
14
+8
223
$1.63K ﹤0.01%
+18
224
$1.61K ﹤0.01%
8
+5
225
$1.5K ﹤0.01%
5
+3
7 8
9
10 11