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
$172M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$266K
3
+$231K
4
MSI icon
Motorola Solutions
MSI
+$227K
5
IRM icon
Iron Mountain
IRM
+$226K

Top Sells

1
+$304K
2
+$253K
3
+$179K
4
V icon
Visa
V
+$112K
5
MCD icon
McDonald's
MCD
+$80.1K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.9%
3 Financials 1.86%
4 Energy 1.76%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.18%
1,779
+79
52
$292K 0.17%
1,054
+35
53
$282K 0.16%
1,426
+11
54
$266K 0.15%
+892
55
$263K 0.15%
6,829
+111
56
$260K 0.15%
3,769
57
$258K 0.15%
5,175
+567
58
$251K 0.15%
2,137
-228
59
$244K 0.14%
1,107
-19
60
$241K 0.14%
880
-3
61
$240K 0.14%
310
+19
62
$237K 0.14%
482
-1
63
$231K 0.13%
+653
64
$227K 0.13%
+505
65
$227K 0.13%
1,424
+98
66
$226K 0.13%
+1,904
67
$223K 0.13%
+2,863
68
$223K 0.13%
989
+62
69
$219K 0.13%
+1,262
70
$208K 0.12%
+1,669
71
$205K 0.12%
1,238
-246
72
$203K 0.12%
+2,110
73
$203K 0.12%
1,487
74
$201K 0.12%
+141
75
$201K 0.12%
+4,400
1 2
3
4