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TWP

Tower Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$250K
3
+$242K
4
EME icon
Emcor
EME
+$241K
5
RDDT icon
Reddit
RDDT
+$230K

Top Sells

1
+$296K
2
+$273K
3
+$226K
4
MDT icon
Medtronic
MDT
+$224K
5
DRI icon
Darden Restaurants
DRI
+$208K

Sector Composition

1 Technology 5.2%
2 Financials 3.3%
3 Consumer Discretionary 2.52%
4 Communication Services 1.65%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$797K 0.44%
2,398
+186
27
$793K 0.44%
1,578
28
$693K 0.38%
2,030
+12
29
$686K 0.38%
862
-12
30
$684K 0.38%
2,423
-209
31
$674K 0.37%
2,217
+139
32
$632K 0.35%
22,384
+440
33
$561K 0.31%
3,026
+100
34
$559K 0.31%
1,773
-236
35
$534K 0.29%
3,695
+182
36
$532K 0.29%
1,905
+119
37
$526K 0.29%
4,251
+86
38
$521K 0.29%
1,578
-394
39
$520K 0.29%
1,090
-113
40
$505K 0.28%
3,252
+300
41
$497K 0.27%
2,973
-385
42
$494K 0.27%
1,828
+153
43
$493K 0.27%
5,880
+255
44
$491K 0.27%
14,434
+111
45
$477K 0.26%
9,455
46
$461K 0.25%
10,480
-97
47
$433K 0.24%
4,724
+1,192
48
$422K 0.23%
2,262
+67
49
$416K 0.23%
4,288
+294
50
$416K 0.23%
8,625
+591
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