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
$115M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$7.15M
2 +$1.46M
3 +$354K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$296K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1 +$302K
2 +$239K
3 +$233K
4
WTRG icon
Essential Utilities
WTRG
+$35.8K
5
XOM icon
Exxon Mobil
XOM
+$35.2K

Sector Composition

1 Energy 2.68%
2 Healthcare 2.26%
3 Technology 2.11%
4 Consumer Discretionary 1.71%
5 Financials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.18%
+476
52
$119K 0.1%
+9,103
53
-5,128
54
-2,249