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TWP

Tower Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$250K
3
+$242K
4
EME icon
Emcor
EME
+$241K
5
RDDT icon
Reddit
RDDT
+$230K

Top Sells

1
+$296K
2
+$273K
3
+$226K
4
MDT icon
Medtronic
MDT
+$224K
5
DRI icon
Darden Restaurants
DRI
+$208K

Sector Composition

1 Technology 5.2%
2 Financials 3.3%
3 Consumer Discretionary 2.52%
4 Communication Services 1.65%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.14%
3,483
-151
77
$246K 0.14%
187
+8
78
$245K 0.13%
1,984
-32
79
$240K 0.13%
+1,872
80
$238K 0.13%
967
-55
81
$232K 0.13%
3,493
-50
82
$231K 0.13%
715
+18
83
$225K 0.12%
5,649
-358
84
$220K 0.12%
+1,494
85
$215K 0.12%
1,372
+31
86
$215K 0.12%
+2,193
87
$212K 0.12%
1,325
+32
88
$211K 0.12%
774
+6
89
$210K 0.12%
+370
90
$207K 0.11%
513
+11
91
– –
-2,086
92
– –
-953
93
– –
-7,703
94
– –
-2,464
95
– –
-2,570
96
– –
-980
1 2 3
4