TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$269K
3
+$264K
4
AAPL icon
Apple
AAPL
+$252K
5
AMGN icon
Amgen
AMGN
+$225K

Top Sells

1
+$214K
2
+$178K
3
+$170K
4
JPM icon
JPMorgan Chase
JPM
+$140K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$126K

Sector Composition

1 Technology 2.66%
2 Energy 1.87%
3 Consumer Staples 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$668K 0.43%
3,701
+360
27
$652K 0.42%
6,890
+91
28
$643K 0.42%
1,528
-300
29
$588K 0.38%
3,727
+126
30
$577K 0.37%
2,220
31
$556K 0.36%
1,971
+33
32
$523K 0.34%
5,695
+687
33
$519K 0.34%
1,050
+75
34
$473K 0.31%
1,133
+35
35
$419K 0.27%
6,964
+445
36
$411K 0.27%
5,129
-39
37
$402K 0.26%
9,592
+2
38
$401K 0.26%
3,872
+162
39
$393K 0.26%
2,484
-1,126
40
$390K 0.25%
2,041
+421
41
$384K 0.25%
12,482
+225
42
$382K 0.25%
1,043
+121
43
$354K 0.23%
1,767
-700
44
$352K 0.23%
20,001
-75
45
$338K 0.22%
3,759
+112
46
$336K 0.22%
1,560
-78
47
$270K 0.18%
1,040
+62
48
$264K 0.17%
+1,266
49
$262K 0.17%
870
+17
50
$246K 0.16%
1,286
+17
1
2
3