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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
$181M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$375K
3
+$374K
4
LLY icon
Eli Lilly
LLY
+$361K
5
MSFT icon
Microsoft
MSFT
+$312K

Top Sells

1
+$5.46M
2
+$494K
3
+$389K
4
AMZN icon
Amazon
AMZN
+$385K
5
EXPE icon
Expedia Group
EXPE
+$319K

Sector Composition

1 Technology 4.85%
2 Financials 3%
3 Energy 2.66%
4 Consumer Discretionary 2.07%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
76
Duke Energy
DUK
$97.1B
$250K 0.14%
1,910
-85
NEE icon
77
NextEra Energy
NEE
$179B
$250K 0.14%
2,690
+2
STRL icon
78
Sterling Infrastructure
STRL
$26.5B
$241K 0.13%
+592
USFD icon
79
US Foods
USFD
$20.5B
$239K 0.13%
+2,596
MA icon
80
Mastercard
MA
$433B
$238K 0.13%
476
-25
AA icon
81
Alcoa
AA
$18.1B
$224K 0.12%
+3,380
FDX icon
82
FedEx
FDX
$80.4B
$219K 0.12%
+614
WTRG icon
83
Essential Utilities
WTRG
$10.6B
$214K 0.12%
5,321
STT icon
84
State Street
STT
$46.2B
$208K 0.11%
+1,642
TXN icon
85
Texas Instruments
TXN
$274B
$205K 0.11%
+1,054
APD icon
86
Air Products & Chemicals
APD
$63.4B
$201K 0.11%
+692
RCL icon
87
Royal Caribbean
RCL
$78.4B
$200K 0.11%
728
+10
META icon
88
Meta Platforms (Facebook)
META
$1.45T
– –
-748
ADP icon
89
Automatic Data Processing
ADP
$90.7B
– –
-992
ACN icon
90
Accenture
ACN
$105B
– –
-889
APP icon
91
Applovin
APP
$166B
– –
-356
ARES icon
92
Ares Management
ARES
$30.6B
– –
-1,325
CRWD icon
93
CrowdStrike
CRWD
$175B
– –
-829
EXPE icon
94
Expedia Group
EXPE
$27.1B
– –
-1,127
HOOD icon
95
Robinhood
HOOD
$84.4B
– –
-2,227
IVV icon
96
iShares Core S&P 500 ETF
IVV
$838B
– –
-452
ORCL icon
97
Oracle
ORCL
$526B
– –
-1,052
TDG icon
98
TransDigm Group
TDG
$70.5B
– –
-190
RDDT icon
99
Reddit
RDDT
$31.6B
– –
-1,145
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