TWP
Tower Wealth Partners Portfolio holdings
AUM
$182M
1-Year Est. Return
13.22%
1 Year Est. Return
+13.22%
AUM
$182M
AUM Growth
+$12.9M
(+7.6%)
Holding
96
Top Buys
| 1 | +$318K | |
| 2 | +$314K | |
| 3 | +$277K | |
| 4 |
Reddit
RDDT
|
+$260K |
| 5 |
Agnico Eagle Mines
AEM
|
+$259K |
Top Sells
| 1 | +$296K | |
| 2 | +$273K | |
| 3 | +$226K | |
| 4 |
Medtronic
MDT
|
+$224K |
| 5 |
Darden Restaurants
DRI
|
+$208K |
Sector Composition
| 1 | Technology | 5.2% |
| 2 | Financials | 3.03% |
| 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 | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$3.77T
| $409K | 0.22% |
1,684
-88
|
|
||
52
Flex
FLEX
$26.3B
| $405K | 0.22% |
6,980
+249
|
|
||
53
Oneok
OKE
$46.3B
| $401K | 0.22% |
5,490
+97
|
|
||
54
Republic Services
RSG
$65.4B
| $390K | 0.21% |
1,701
+25
|
|
||
55
CrowdStrike
CRWD
$130B
| $373K | 0.21% |
761
+16
|
|
||
56
AbbVie
ABBV
$396B
| $363K | 0.2% |
1,569
+32
|
|
||
57
Palantir
PLTR
$447B
| $333K | 0.18% |
1,824
+270
|
|
||
58
Williams Companies
WMB
$74.4B
| $324K | 0.18% |
5,110
-380
|
|
||
59
Robinhood
HOOD
$111B
| $318K | 0.17% |
+2,221
|
|
||
60
Corning
GLW
$82.3B
| $314K | 0.17% |
+3,827
|
|
||
61
Amgen
AMGN
$171B
| $309K | 0.17% |
1,094
-20
|
|
||
62
iShares Core S&P 500 ETF
IVV
$739B
| $303K | 0.17% |
452
+14
|
|
||
63
Sea Limited
SE
$74.9B
| $294K | 0.16% |
1,647
+58
|
|
||
64
Costco
COST
$393B
| $290K | 0.16% |
313
-212
|
|
||
65
Automatic Data Processing
ADP
$107B
| $276K | 0.15% |
942
+47
|
|
||
66
PNC Financial Services
PNC
$82.9B
| $273K | 0.15% |
1,358
-16
|
|
||
67
WEC Energy
WEC
$33.7B
| $268K | 0.15% |
2,339
+37
|
|
||
68
Ralph Lauren
RL
$22.3B
| $264K | 0.15% |
843
+31
|
|
||
69
Honeywell
HON
$123B
| $260K | 0.14% |
1,237
-324
|
|
||
|
70
Reddit
RDDT
$44.3B
| $260K | 0.14% |
+1,129
|
|
||
|
71
Agnico Eagle Mines
AEM
$85.5B
| $259K | 0.14% |
+1,539
|
|
||
72
Emcor
EME
$28.6B
| $259K | 0.14% |
+398
|
|
||
73
HSBC
HSBC
$258B
| $258K | 0.14% |
3,633
+134
|
|
||
74
F5
FFIV
$15.4B
| $257K | 0.14% |
794
+29
|
|
||
75
Applovin
APP
$242B
| $251K | 0.14% |
+350
|
|