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
$122M
AUM Growth
-$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$260K
2 +$219K
3 +$137K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$77.3K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$56K

Sector Composition

1 Technology 2.59%
2 Energy 2.54%
3 Consumer Discretionary 1.59%
4 Financials 1.58%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,504