TWP
Triad Wealth Partners Portfolio holdings
AUM
$495M
1-Year Est. Return
12.42%
1 Year Est. Return
+12.42%
AUM
$322M
AUM Growth
+$44.8M
(+16%)
Holding
226
Top Buys
| 1 | +$6.29M | |
| 2 | +$4.21M | |
| 3 | +$3.46M | |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$3.17M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$3.13M |
Top Sells
| 1 | +$2.79M | |
| 2 | +$2.4M | |
| 3 | +$2.18M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.71M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$1.33M |
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Financials | 2.61% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Healthcare | 2.22% |
| 5 | Communication Services | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-1,928
|
|