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TWP

Tower Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$375K
3
+$374K
4
LLY icon
Eli Lilly
LLY
+$361K
5
MSFT icon
Microsoft
MSFT
+$312K

Top Sells

1
+$5.46M
2
+$494K
3
+$389K
4
AMZN icon
Amazon
AMZN
+$385K
5
EXPE icon
Expedia Group
EXPE
+$319K

Sector Composition

1 Technology 4.85%
2 Financials 3%
3 Energy 2.66%
4 Consumer Discretionary 2.07%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.05T
$791K 0.44%
1,651
+1
AMZN icon
27
Amazon
AMZN
$2.55T
$785K 0.43%
3,767
-1,747
JNJ icon
28
Johnson & Johnson
JNJ
$577B
$744K 0.41%
3,043
-42
TSM icon
29
TSMC
TSM
$2.2T
$728K 0.4%
2,153
+179
MCD icon
30
McDonald's
MCD
$203B
$708K 0.39%
2,278
+46
T icon
31
AT&T
T
$163B
$682K 0.38%
23,514
+588
GS icon
32
Goldman Sachs
GS
$313B
$656K 0.36%
775
-4
V icon
33
Visa
V
$616B
$598K 0.33%
1,977
-231
CME icon
34
CME Group
CME
$96B
$595K 0.33%
2,014
+99
APH icon
35
Amphenol
APH
$191B
$581K 0.32%
4,599
+350
RTX icon
36
RTX Corp
RTX
$248B
$561K 0.31%
2,907
-59
TJX icon
37
TJX Companies
TJX
$186B
$546K 0.3%
3,421
-92
MRK icon
38
Merck
MRK
$297B
$544K 0.3%
4,524
-2,291
IBM icon
39
IBM
IBM
$256B
$541K 0.3%
2,230
-269
GLW icon
40
Corning
GLW
$155B
$525K 0.29%
3,858
+37
JPM icon
41
JPMorgan Chase
JPM
$856B
$523K 0.29%
1,778
OKE icon
42
Oneok
OKE
$57.2B
$517K 0.29%
5,716
+176
AVGO icon
43
Broadcom
AVGO
$1.82T
$512K 0.28%
1,654
+31
TY icon
44
TRI-Continental Corp
TY
$1.87B
$493K 0.27%
15,604
+140
AXP icon
45
American Express
AXP
$221B
$488K 0.27%
1,612
-781
NLR icon
46
VanEck Uranium + Nuclear Energy ETF
NLR
$4.51B
$477K 0.26%
3,578
+19
FLEX icon
47
Flex
FLEX
$55.5B
$470K 0.26%
7,176
+107
IYR icon
48
iShares US Real Estate ETF
IYR
$4.91B
$469K 0.26%
4,955
+32
XSVN icon
49
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$353M
$468K 0.26%
9,815
+66
CAT icon
50
Caterpillar
CAT
$420B
$467K 0.26%
659
-181
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