TWP
Tower Wealth Partners Portfolio holdings
AUM
$182M
1-Year Est. Return
14.32%
This Fund
S&P 500
1 Year Est. Return
+14.32%
AUM
$182M
AUM Growth
+$12.9M
(+7.6%)
Holding
96
Top Buys
| 1 | +$281K | |
| 2 | +$250K | |
| 3 | +$242K | |
| 4 |
Emcor
EME
|
+$241K |
| 5 |
Reddit
RDDT
|
+$230K |
Top Sells
| 1 | +$296K | |
| 2 | +$273K | |
| 3 | +$226K | |
| 4 |
Medtronic
MDT
|
+$224K |
| 5 |
Darden Restaurants
DRI
|
+$208K |
Sector Composition
| 1 | Technology | 5.2% |
| 2 | Financials | 3.3% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Communication Services | 1.65% |
| 5 | Energy | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$3.66T
| $409K | 0.22% |
1,684
-88
|
|
||
52
Flex
FLEX
$23.3B
| $405K | 0.22% |
6,980
+249
|
|
||
53
Oneok
OKE
$53.8B
| $401K | 0.22% |
5,490
+97
|
|
||
54
Republic Services
RSG
$69.3B
| $390K | 0.21% |
1,701
+25
|
|
||
55
CrowdStrike
CRWD
$112B
| $373K | 0.21% |
761
+16
|
|
||
56
AbbVie
ABBV
$388B
| $363K | 0.2% |
1,569
+32
|
|
||
57
Palantir
PLTR
$361B
| $333K | 0.18% |
1,824
+270
|
|
||
58
Williams Companies
WMB
$89.6B
| $324K | 0.18% |
5,110
-380
|
|
||
59
Robinhood
HOOD
$66.1B
| $318K | 0.17% |
+2,221
|
|
||
60
Corning
GLW
$111B
| $314K | 0.17% |
+3,827
|
|
||
61
Amgen
AMGN
$197B
| $309K | 0.17% |
1,094
-20
|
|
||
62
iShares Core S&P 500 ETF
IVV
$720B
| $303K | 0.17% |
452
+14
|
|
||
63
Sea Limited
SE
$50.9B
| $294K | 0.16% |
1,647
+58
|
|
||
64
Costco
COST
$447B
| $290K | 0.16% |
313
-212
|
|
||
65
Automatic Data Processing
ADP
$84B
| $276K | 0.15% |
942
+47
|
|
||
66
PNC Financial Services
PNC
$81.1B
| $273K | 0.15% |
1,358
-16
|
|
||
67
WEC Energy
WEC
$38.2B
| $268K | 0.15% |
2,339
+37
|
|
||
68
Ralph Lauren
RL
$20B
| $264K | 0.15% |
843
+31
|
|
||
69
Honeywell
HON
$149B
| $260K | 0.14% |
1,237
-324
|
|
||
|
70
Reddit
RDDT
$25.3B
| $260K | 0.14% |
+1,129
|
|
||
71
Agnico Eagle Mines
AEM
$104B
| $259K | 0.14% |
+1,539
|
|
||
|
72
Emcor
EME
$31.6B
| $259K | 0.14% |
+398
|
|
||
73
HSBC
HSBC
$268B
| $258K | 0.14% |
3,633
+134
|
|
||
74
F5
FFIV
$16.4B
| $257K | 0.14% |
794
+29
|
|
||
75
Applovin
APP
$155B
| $251K | 0.14% |
+350
|
|