TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 14.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$268K
3
+$267K
4
BLDR icon
Builders FirstSource
BLDR
+$234K
5
AMGN icon
Amgen
AMGN
+$231K

Top Sells

1
+$214K
2
+$179K
3
+$159K
4
JPM icon
JPMorgan Chase
JPM
+$126K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K

Sector Composition

1 Technology 2.66%
2 Financials 1.88%
3 Energy 1.87%
4 Consumer Staples 1.66%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.16%
3,769
-1,234
52
$237K 0.15%
950
-45
53
$235K 0.15%
1,770
-1,280
54
$233K 0.15%
6,292
+77
55
$225K 0.15%
+791
56
$222K 0.14%
+1,220
57
$222K 0.14%
1,492
+38
58
$209K 0.14%
483
-19
59
– –
-4,228
1 2
3