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
376
$16.9K 0.01%
+849
377
$16.9K 0.01%
+1,444
378
$16.7K 0.01%
+750
379
$16.6K 0.01%
+314
380
$16.6K 0.01%
+704
381
$16.6K 0.01%
+120
382
$16.4K 0.01%
+200
383
$16.4K 0.01%
+171
384
$16.3K 0.01%
+213
385
$16.3K 0.01%
+168
386
$16.2K 0.01%
+138
387
$16.1K 0.01%
+816
388
$16K 0.01%
+231
389
$16K 0.01%
+425
390
$16K 0.01%
+106
391
$15.6K 0.01%
+321
392
$15.5K 0.01%
+322
393
$15.2K 0.01%
+276
394
$15.2K 0.01%
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395
$15.1K 0.01%
+2,378
396
$15.1K 0.01%
+196
397
$15.1K 0.01%
+274
398
$14.9K 0.01%
+45
399
$14.7K 0.01%
+1,048
400
$14.7K 0.01%
+1,200