TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 14.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.32%
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 +$384K
2 +$244K
3 +$231K
4
TSM icon
TSMC
TSM
+$215K
5
ACN icon
Accenture
ACN
+$215K

Top Sells

1 +$304K
2 +$253K
3 +$187K
4
V icon
Visa
V
+$111K
5
MCD icon
McDonald's
MCD
+$72.5K

Sector Composition

1 Technology 3.65%
2 Financials 2.11%
3 Consumer Discretionary 1.9%
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