TWP
TFO Wealth Partners Portfolio holdings
AUM
$568M
This Quarter Return
+0.41%
1 Year Return
+18.07%
3 Year Return
+49.56%
5 Year Return
+65.89%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(-60%)
Cap. Flow
-$323M
Cap. Flow
% of AUM
-153.51%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
35
New
–
Increased
2
Reduced
4
Closed
25
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.37K |
| 2 |
Dimensional International Value ETF
DFIV
|
$5.07K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$237M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$28.6M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$11M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$6.73M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.45M |
Sector Composition
| 1 | Financials | 0% |
| 2 | Industrials | 0% |
| 3 | Technology | 0% |
| 4 | Utilities | 0% |
