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
$172M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$418K
2 +$266K
3 +$231K
4
MSI icon
Motorola Solutions
MSI
+$227K
5
IRM icon
Iron Mountain
IRM
+$226K

Top Sells

1 +$304K
2 +$253K
3 +$179K
4
V icon
Visa
V
+$112K
5
MCD icon
McDonald's
MCD
+$80.1K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.9%
3 Financials 1.86%
4 Energy 1.76%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,527