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
$92.1M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$321K
3
+$304K
4
MPC icon
Marathon Petroleum
MPC
+$230K
5
DE icon
Deere & Co
DE
+$228K

Top Sells

1
+$2.43M
2
+$354K
3
+$283K
4
APD icon
Air Products & Chemicals
APD
+$243K
5
CRM icon
Salesforce
CRM
+$210K

Sector Composition

1 Technology 3.7%
2 Energy 2.6%
3 Financials 2.27%
4 Consumer Discretionary 2.16%
5 Utilities 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-825
52
– –
-1,356
53
– –
-2,123
1 2
3