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
$90.9M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.12M
3 +$1.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$870K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$487K

Top Sells

1 +$493K
2 +$400K
3 +$325K
4
BND icon
Vanguard Total Bond Market
BND
+$131K
5
HD icon
Home Depot
HD
+$113K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 2.93%
3 Utilities 2.06%
4 Healthcare 1.92%
5 Financials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,876
52
-10,868
53
-7,131