We are live on ! Find out more
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
$181M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$375K
3
+$374K
4
LLY icon
Eli Lilly
LLY
+$361K
5
MSFT icon
Microsoft
MSFT
+$312K

Top Sells

1
+$5.46M
2
+$494K
3
+$389K
4
AMZN icon
Amazon
AMZN
+$385K
5
EXPE icon
Expedia Group
EXPE
+$319K

Sector Composition

1 Technology 4.85%
2 Financials 3%
3 Energy 2.66%
4 Consumer Discretionary 2.07%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
51
Amgen
AMGN
$191B
$441K 0.24%
1,254
+145
VZ icon
52
Verizon
VZ
$201B
$424K 0.23%
8,443
-209
NVDA icon
53
NVIDIA
NVDA
$4.97T
$420K 0.23%
2,406
-197
WMB icon
54
Williams Companies
WMB
$88.1B
$419K 0.23%
5,751
+397
WMT icon
55
Walmart Inc
WMT
$955B
$404K 0.22%
3,248
+286
RSG icon
56
Republic Services
RSG
$64.2B
$382K 0.21%
1,743
-1
ABBV icon
57
AbbVie
ABBV
$401B
$346K 0.19%
1,593
+1
MDT icon
58
Medtronic
MDT
$103B
$339K 0.19%
+3,910
NVS icon
59
Novartis
NVS
$293B
$335K 0.18%
2,190
+172
COST icon
60
Costco
COST
$433B
$330K 0.18%
331
LLY icon
61
Eli Lilly
LLY
$1.02T
$327K 0.18%
+356
BIL icon
62
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$311K 0.17%
3,392
-1,449
HSBC icon
63
HSBC
HSBC
$316B
$304K 0.17%
3,687
-2
FTI icon
64
TechnipFMC
FTI
$28B
$299K 0.17%
+4,323
EME icon
65
Emcor
EME
$36.6B
$295K 0.16%
399
-2
RL icon
66
Ralph Lauren
RL
$23.9B
$294K 0.16%
855
-1
CAH icon
67
Cardinal Health
CAH
$52.4B
$293K 0.16%
1,388
-6
WEC icon
68
WEC Energy
WEC
$36.8B
$287K 0.16%
2,482
+120
TTE icon
69
TotalEnergies
TTE
$195B
$286K 0.16%
+3,147
PNC icon
70
PNC Financial Services
PNC
$95.4B
$282K 0.16%
1,357
-1
PLTR icon
71
Palantir
PLTR
$307B
$280K 0.15%
1,914
+56
KO icon
72
Coca-Cola
KO
$353B
$277K 0.15%
3,639
+93
ASML icon
73
ASML
ASML
$726B
$260K 0.14%
197
-4
AEM icon
74
Agnico Eagle Mines
AEM
$81.9B
$251K 0.14%
+1,238
RY icon
75
Royal Bank of Canada
RY
$278B
$250K 0.14%
1,546
+1
1 2
3
4