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
$143M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.47M
2 +$946K
3 +$428K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$319K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$233K

Sector Composition

1 Energy 1.78%
2 Consumer Staples 1.15%
3 Technology 0.72%
4 Healthcare 0.53%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-62,012
53
-4,626