TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.6M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$7.9M
3
+$5.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$826K

Top Sells

1
+$10.9M
2
+$10.9M
3
+$8.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.38M
5
BND icon
Vanguard Total Bond Market
BND
+$2.17M

Sector Composition

1 Technology 3.59%
2 Consumer Discretionary 3.44%
3 Utilities 2.48%
4 Financials 2.13%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,133
1 2
3