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
$105M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$8.82M
3 +$7.48M
4
IOO icon
iShares Global 100 ETF
IOO
+$7.2M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.04M

Top Sells

1 +$8.07M
2 +$3.12M
3 +$1M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$698K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Sector Composition

1 Energy 2.98%
2 Technology 2.78%
3 Healthcare 2.18%
4 Consumer Discretionary 1.82%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,930
52
-45,811