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
$191M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.99M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.51M

Top Sells

1
+$3.63M
2
+$3.01M
3
+$1.59M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$711K
5
AAPL icon
Apple
AAPL
+$594K

Sector Composition

1 Technology 3.26%
2 Financials 2.34%
3 Consumer Discretionary 1.87%
4 Energy 1.55%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$349K 0.18%
3,750
-176
52
$341K 0.18%
1,697
+54
53
$316K 0.17%
+539
54
$304K 0.16%
1,607
+369
55
$298K 0.16%
1,466
+42
56
$290K 0.15%
1,470
+208
57
$290K 0.15%
867
-13
58
$288K 0.15%
1,743
+74
59
$255K 0.13%
3,769
60
$251K 0.13%
1,413
-13
61
$248K 0.13%
4,591
+191
62
$245K 0.13%
836
-218
63
$240K 0.13%
519
+14
64
$234K 0.12%
6,429
-400
65
$228K 0.12%
482
66
$223K 0.12%
+1,661
67
$219K 0.11%
+415
68
$218K 0.11%
+1,229
69
$217K 0.11%
2,342
-2,655
70
$216K 0.11%
+3,106
71
$213K 0.11%
+5,541
72
$209K 0.11%
1,987
+83
73
$205K 0.11%
+1,772
74
$204K 0.11%
5,365
+190
75
$201K 0.11%
2,139
+29
1 2
3
4