TWP
Tower Wealth Partners Portfolio holdings
AUM
$169M
This Quarter Return
+5.13%
1 Year Return
+11.2%
3 Year Return
+43.64%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+6.2%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
75.88%
Holding
76
New
11
Increased
35
Reduced
25
Closed
1
Top Buys
| 1 |
American Express
AXP
|
$418K |
| 2 |
Broadcom
AVGO
|
$278K |
| 3 |
Air Products & Chemicals
APD
|
$266K |
| 4 |
Accenture
ACN
|
$231K |
| 5 |
Motorola Solutions
MSI
|
$227K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$304K |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$253K |
| 3 |
Merck
MRK
|
$179K |
| 4 |
Visa
V
|
$112K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Qualcomm
QCOM
$171B
| – | – |
-1,527
| Closed | -$304K |
|