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
$120M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$238K
3
+$219K
4
MPC icon
Marathon Petroleum
MPC
+$211K
5
VSMV icon
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
+$203K

Top Sells

1
+$384K
2
+$219K
3
+$219K
4
DE icon
Deere & Co
DE
+$204K
5
MRK icon
Merck
MRK
+$156K

Sector Composition

1 Technology 2.42%
2 Energy 2.38%
3 Consumer Discretionary 1.62%
4 Healthcare 1.59%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-834
52
– –
-476
53
– –
-6,238
54
– –
-9,103
55
– –
-2,702
1 2
3