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
$191M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.99M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.51M

Top Sells

1
+$3.63M
2
+$3.01M
3
+$1.59M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$711K
5
AAPL icon
Apple
AAPL
+$594K

Sector Composition

1 Technology 3.26%
2 Financials 2.34%
3 Consumer Discretionary 1.87%
4 Energy 1.55%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.11%
+1,967
77
$200K 0.1%
691
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1 2 3
4