TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$259K
3
+$246K
4
TDG icon
TransDigm Group
TDG
+$237K
5
DUK icon
Duke Energy
DUK
+$225K

Top Sells

1
+$368K
2
+$298K
3
+$219K
4
ARES icon
Ares Management
ARES
+$218K
5
IRM icon
Iron Mountain
IRM
+$209K

Sector Composition

1 Technology 3.46%
2 Financials 2.23%
3 Energy 1.89%
4 Consumer Discretionary 1.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.19%
3,806
+56
52
$332K 0.18%
1,568
-666
53
$312K 0.17%
1,861
+316
54
$311K 0.17%
1,486
+73
55
$311K 0.17%
998
-418
56
$310K 0.17%
2,338
+566
57
$304K 0.16%
5,083
+492
58
$293K 0.16%
2,356
+389
59
$290K 0.16%
3,769
60
$284K 0.15%
1,712
+242
61
$273K 0.15%
1,992
+249
62
$261K 0.14%
596
+77
63
$261K 0.14%
854
+18
64
$260K 0.14%
3,969
+863
65
$259K 0.14%
+735
66
$255K 0.14%
6,457
+28
67
$250K 0.13%
492
+10
68
$246K 0.13%
+438
69
$246K 0.13%
2,258
+119
70
$237K 0.13%
+171
71
$231K 0.12%
2,127
+466
72
$229K 0.12%
2,401
+59
73
$225K 0.12%
+1,846
74
$218K 0.12%
738
+47
75
$213K 0.11%
6,445
+904
1 2
3
4