TWP
Tower Wealth Partners Portfolio holdings
AUM
$169M
1-Year Est. Return
11.2%
1 Year Est. Return
+11.2%
AUM
$187M
AUM Growth
-$4.08M
(-2.1%)
Holding
82
Top Buys
| 1 | +$267K | |
| 2 | +$259K | |
| 3 | +$246K | |
| 4 |
TransDigm Group
TDG
|
+$237K |
| 5 |
Duke Energy
DUK
|
+$225K |
Top Sells
| 1 | +$368K | |
| 2 | +$298K | |
| 3 | +$219K | |
| 4 |
Ares Management
ARES
|
+$218K |
| 5 |
Iron Mountain
IRM
|
+$209K |
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Financials | 2.23% |
| 3 | Energy | 1.89% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Consumer Staples | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kinder Morgan
KMI
$57.5B
| $210K | 0.11% |
+7,360
|
|
||
|
77
Ares Management
ARES
$32.8B
| – | – |
-1,229
|
|
||
78
Deckers Outdoor
DECK
$12.9B
| – | – |
-1,466
|
|
||
79
Freeport-McMoran
FCX
$59.4B
| – | – |
-5,365
|
|
||
|
80
Iron Mountain
IRM
$31.1B
| – | – |
-1,987
|
|
||
81
Mastercard
MA
$519B
| – | – |
-415
|
|
||
82
Quanta Services
PWR
$65.7B
| – | – |
-1,165
|
|