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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
1
$22.3M 12.26%
415,876
+2,849
2
$21M 11.51%
200,549
-1,932
3
$20M 10.98%
495,402
+2,421
4
$16.5M 9.08%
253,315
-1,485
5
$16.5M 9.06%
324,681
+1,597
6
$11.7M 6.43%
350,459
-1,278
7
$11M 6.04%
246,825
-120
8
$6.25M 3.43%
160,928
+1,984
9
$3.22M 1.77%
69,633
+4,609
10
$3.21M 1.76%
9,767
+490
11
$2.83M 1.55%
11,107
+570
12
$2.81M 1.54%
50,711
+3,459
13
$2.59M 1.42%
4,315
+186
14
$1.9M 1.04%
50,983
+2,869
15
$1.69M 0.93%
11,006
-130
16
$1.68M 0.92%
14,899
-1,663
17
$1.57M 0.86%
18,866
+172
18
$1.54M 0.85%
2,972
-46
19
$1.47M 0.81%
14,724
+598
20
$1.38M 0.76%
3,405
-82
21
$1.34M 0.74%
36,029
-150
22
$1.25M 0.69%
14,667
+1,175
23
$1.23M 0.68%
22,789
+1,615
24
$1.21M 0.66%
5,500
+125
25
$984K 0.54%
1,340
+377
1
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