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TWP

Tower Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$250K
3
+$242K
4
EME icon
Emcor
EME
+$241K
5
RDDT icon
Reddit
RDDT
+$230K

Top Sells

1
+$296K
2
+$273K
3
+$226K
4
MDT icon
Medtronic
MDT
+$224K
5
DRI icon
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
$409K 0.22%
1,684
-88
52
$405K 0.22%
6,980
+249
53
$401K 0.22%
5,490
+97
54
$390K 0.21%
1,701
+25
55
$373K 0.21%
761
+16
56
$363K 0.2%
1,569
+32
57
$333K 0.18%
1,824
+270
58
$324K 0.18%
5,110
-380
59
$318K 0.17%
+2,221
60
$314K 0.17%
+3,827
61
$309K 0.17%
1,094
-20
62
$303K 0.17%
452
+14
63
$294K 0.16%
1,647
+58
64
$290K 0.16%
313
-212
65
$276K 0.15%
942
+47
66
$273K 0.15%
1,358
-16
67
$268K 0.15%
2,339
+37
68
$264K 0.15%
843
+31
69
$260K 0.14%
1,312
-344
70
$260K 0.14%
+1,129
71
$259K 0.14%
+1,539
72
$259K 0.14%
+398
73
$258K 0.14%
3,633
+134
74
$257K 0.14%
794
+29
75
$251K 0.14%
+350
1 2
3
4