TW

Towerpoint Wealth Portfolio holdings

AUM $244M
1-Year Est. Return 14.22%
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.06%
2 Consumer Staples 0.96%
3 Energy 0.85%
4 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$252K 0.33%
+2,892
27
$250K 0.33%
+16,471
28
$232K 0.31%
+6,745
29
$221K 0.29%
+4,791
30
$143K 0.19%
+11,791