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
$172M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$266K
3
+$231K
4
MSI icon
Motorola Solutions
MSI
+$227K
5
IRM icon
Iron Mountain
IRM
+$226K

Top Sells

1
+$304K
2
+$253K
3
+$179K
4
V icon
Visa
V
+$112K
5
MCD icon
McDonald's
MCD
+$80.1K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.9%
3 Financials 1.86%
4 Energy 1.76%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$671K 0.39%
2,442
-409
27
$629K 0.37%
2,220
28
$606K 0.35%
1,037
-10
29
$515K 0.3%
2,331
+300
30
$511K 0.3%
1,678
-263
31
$506K 0.29%
1,023
-26
32
$490K 0.29%
4,997
+53
33
$475K 0.28%
5,211
+38
34
$467K 0.27%
2,882
+16
35
$459K 0.27%
10,220
-277
36
$449K 0.26%
3,052
+109
37
$449K 0.26%
2,131
-11
38
$442K 0.26%
8,790
+62
39
$436K 0.25%
1,353
+233
40
$429K 0.25%
1,097
-57
41
$424K 0.25%
12,832
+113
42
$418K 0.24%
+1,541
43
$416K 0.24%
18,916
-1,085
44
$400K 0.23%
3,926
+32
45
$359K 0.21%
1,735
+235
46
$353K 0.21%
398
+20
47
$352K 0.2%
3,833
-2,756
48
$335K 0.19%
1,122
+34
49
$330K 0.19%
1,643
+56
50
$308K 0.18%
3,811
-214
1
2
3 4