TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$1.07M
3
+$671K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$576K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$228K

Top Sells

1
+$2.07M
2
+$1.88M
3
+$1.55M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.3M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$592K

Sector Composition

1 Technology 2.73%
2 Energy 2.09%
3 Healthcare 1.64%
4 Consumer Discretionary 1.62%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,568
52
– –
-1,538
53
– –
-20,268
1 2
3