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
$191M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.99M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.51M

Top Sells

1
+$3.63M
2
+$3.01M
3
+$1.59M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$711K
5
AAPL icon
Apple
AAPL
+$594K

Sector Composition

1 Technology 3.26%
2 Financials 2.34%
3 Consumer Discretionary 1.87%
4 Energy 1.55%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.41%
2,486
+44
27
$693K 0.36%
1,528
28
$579K 0.3%
1,012
-11
29
$559K 0.29%
5,617
-688
30
$557K 0.29%
1,878
+337
31
$556K 0.29%
1,099
+62
32
$526K 0.28%
5,241
+30
33
$522K 0.27%
2,376
+45
34
$505K 0.26%
2,234
+499
35
$502K 0.26%
5,488
+1,655
36
$499K 0.26%
2,080
-51
37
$469K 0.25%
9,401
+611
38
$447K 0.23%
1,542
-136
39
$445K 0.23%
3,070
+18
40
$435K 0.23%
13,731
+899
41
$432K 0.23%
1,859
+752
42
$431K 0.23%
18,916
43
$419K 0.22%
10,483
+263
44
$414K 0.22%
2,865
-17
45
$406K 0.21%
1,119
+22
46
$402K 0.21%
3,325
+1,188
47
$388K 0.2%
423
+25
48
$369K 0.19%
1,416
+63
49
$368K 0.19%
1,165
+43
50
$358K 0.19%
1,545
-234
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2
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