TWP

Tower Wealth Partners Portfolio holdings

AUM $169M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.2M
3
+$9.9M
4
VSMV icon
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
+$9.82M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$7.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.21%
2 Consumer Discretionary 2.39%
3 Utilities 2.35%
4 Financials 1.68%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.47%
+1,913
27
$378K 0.43%
+3,002
28
$342K 0.39%
+975
29
$333K 0.38%
+1,062
30
$320K 0.37%
+3,795
31
$316K 0.36%
+1,422
32
$279K 0.32%
+9,480
33
$268K 0.31%
+1,891
34
$257K 0.29%
+3,003
35
$249K 0.29%
+3,195
36
$245K 0.28%
+1,345
37
$243K 0.28%
+3,156
38
$239K 0.27%
+5,003
39
$236K 0.27%
+1,133
40
$235K 0.27%
+861
41
$234K 0.27%
+887
42
$234K 0.27%
+1,844
43
$219K 0.25%
+1,030
44
$136K 0.16%
+14,314
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