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
$120M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$238K
3
+$219K
4
MPC icon
Marathon Petroleum
MPC
+$211K
5
VSMV icon
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
+$203K

Top Sells

1
+$384K
2
+$219K
3
+$219K
4
DE icon
Deere & Co
DE
+$204K
5
MRK icon
Merck
MRK
+$156K

Sector Composition

1 Technology 2.42%
2 Energy 2.38%
3 Consumer Discretionary 1.62%
4 Healthcare 1.59%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$563K 0.47%
1,822
27
$562K 0.47%
5,809
+12
28
$561K 0.47%
2,008
+32
29
$525K 0.44%
2,707
+1,130
30
$505K 0.42%
2,242
+6
31
$485K 0.4%
2,374
-24
32
$459K 0.38%
972
-234
33
$424K 0.35%
5,003
34
$386K 0.32%
20,074
35
$359K 0.3%
2,757
+63
36
$354K 0.3%
9,099
+1,608
37
$352K 0.29%
3,323
+1
38
$341K 0.28%
1,042
-78
39
$338K 0.28%
7,740
-300
40
$319K 0.27%
3,085
+108
41
$319K 0.27%
+3,470
42
$317K 0.27%
11,950
+133
43
$317K 0.26%
3,707
+15
44
$293K 0.24%
4,608
+147
45
$286K 0.24%
3,367
+9
46
$270K 0.23%
3,504
+104
47
$238K 0.2%
+1,538
48
$232K 0.19%
1,040
+60
49
$211K 0.18%
+1,568
50
$207K 0.17%
437
+2
1
2
3