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
$75.3M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$12.6M
2 +$11.1M
3 +$5.71M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.36M
5
BND icon
Vanguard Total Bond Market
BND
+$1.85M

Sector Composition

1 Technology 3.51%
2 Energy 2.83%
3 Healthcare 2.74%
4 Utilities 2.61%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,695
52
-66,241
53
-75,942