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
$154M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$269K
3
+$264K
4
AAPL icon
Apple
AAPL
+$252K
5
AMGN icon
Amgen
AMGN
+$225K

Top Sells

1
+$214K
2
+$178K
3
+$170K
4
JPM icon
JPMorgan Chase
JPM
+$140K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$126K

Sector Composition

1 Technology 2.66%
2 Energy 1.87%
3 Consumer Staples 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 11.65%
396,486
+4,677
2
$15.3M 9.93%
251,853
+1,973
3
$13.4M 8.7%
183,259
+2,783
4
$12.8M 8.3%
328,772
+4,275
5
$12.3M 8.01%
131,683
+1,788
6
$11.1M 7.21%
124,220
+745
7
$10.1M 6.57%
361,984
+1,482
8
$9.86M 6.4%
194,277
+4,171
9
$9.14M 5.93%
197,725
+5,819
10
$5.03M 3.26%
210,132
+3,606
11
$3.67M 2.38%
36,924
+903
12
$2.17M 1.41%
43,218
+1,778
13
$2.06M 1.34%
40,124
-646
14
$2M 1.3%
90,605
+3,158
15
$1.9M 1.23%
11,688
+6,805
16
$1.88M 1.22%
16,184
+43
17
$1.84M 1.19%
10,721
+1,469
18
$1.7M 1.1%
3,830
+94
19
$1.3M 0.84%
3,390
+101
20
$1.17M 0.76%
54,474
+965
21
$1.13M 0.73%
2,680
-24
22
$1.08M 0.7%
39,143
23
$958K 0.62%
12,194
+593
24
$819K 0.53%
6,204
-383
25
$698K 0.45%
2,500
+143
1
2 3