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
$142M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.84M
3
+$803K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$596K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$391K

Top Sells

1
+$11.1M
2
+$540K
3
+$502K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$290K
5
IOO icon
iShares Global 100 ETF
IOO
+$271K

Sector Composition

1 Technology 2.88%
2 Energy 1.78%
3 Financials 1.73%
4 Consumer Discretionary 1.57%
5 Healthcare 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.16%
1,454
-1,676
52
$224K 0.16%
+853
53
$215K 0.15%
+502
54
$214K 0.15%
+4,228
55
$211K 0.15%
+978
56
$209K 0.15%
+1,269
57
– –
-5,725
58
– –
-3,740
59
– –
-49,022
60
– –
-4,457
1 2
3