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
$147M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$367K
3 +$140K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$105K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$104K

Sector Composition

1 Energy 1.58%
2 Consumer Staples 1.1%
3 Technology 0.75%
4 Utilities 0.49%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$19K 0.01%
+210
77
0
78
$14K 0.01%
+311
79
$13K 0.01%
+210
80
$11K 0.01%
+125
81
$6K ﹤0.01%
+150
82
$5K ﹤0.01%
+35
83
$3K ﹤0.01%
+81
84
$2K ﹤0.01%
+61
85
-14,716