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
$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
WMT
+$228K

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
-437
52
-1,568
53
-1,538