TWP

Triad Wealth Partners Portfolio holdings

AUM $1.05B
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.3M
3 +$1.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M

Sector Composition

1 Technology 8.59%
2 Financials 2.78%
3 Healthcare 2.57%
4 Communication Services 2.34%
5 Consumer Discretionary 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$27.3K 0.01%
+575
302
$27K 0.01%
+124
303
$26.9K 0.01%
+250
304
$26.2K 0.01%
+747
305
$25.9K 0.01%
+401
306
$25.9K 0.01%
+876
307
$25.9K 0.01%
+942
308
$25.7K 0.01%
+108
309
$25.6K 0.01%
+333
310
$25.5K 0.01%
+945
311
$25.4K 0.01%
+897
312
$25.3K 0.01%
+145
313
$25.3K 0.01%
+323
314
$25.2K 0.01%
+170
315
$24.8K 0.01%
+197
316
$24.8K 0.01%
+1,126
317
$24.7K 0.01%
+115
318
$24.2K 0.01%
+77
319
$23.9K 0.01%
+158
320
$23.9K 0.01%
+402
321
$23.4K 0.01%
+551
322
$23.3K 0.01%
+296
323
$23.1K 0.01%
+558
324
$22.6K 0.01%
+19
325
$22.1K 0.01%
+100