TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$259K
3
+$246K
4
TDG icon
TransDigm Group
TDG
+$237K
5
DUK icon
Duke Energy
DUK
+$225K

Top Sells

1
+$368K
2
+$298K
3
+$219K
4
ARES icon
Ares Management
ARES
+$218K
5
IRM icon
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
$210K 0.11%
+7,360
77
– –
-1,987
78
– –
-1,229
79
– –
-1,466
80
– –
-5,365
81
– –
-415
82
– –
-1,165
1 2 3
4