TWP
Triad Wealth Partners Portfolio holdings
AUM
$495M
1-Year Return
12.42%
This Quarter Return
+9.24%
1 Year Return
+12.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$495M
AUM Growth
+$173M
(+54%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
29.99%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
296
New
84
Increased
151
Reduced
50
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.38M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$3.9M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.06M |
| 4 |
Bank of America
BAC
|
$931K |
| 5 |
iShares High Yield Systematic Bond ETF
HYDB
|
$645K |
Sector Composition
| 1 | Technology | 8.29% |
| 2 | Financials | 2.48% |
| 3 | Consumer Discretionary | 2.14% |
| 4 | Communication Services | 1.82% |
| 5 | Healthcare | 1.65% |
