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
$94.8M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$906K
3 +$654K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$509K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$382K

Top Sells

1 +$208K
2 +$206K
3 +$201K
4
CRM icon
Salesforce
CRM
+$162K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 2.53%
3 Healthcare 1.95%
4 Utilities 1.91%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,184
52
-550