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
401
$14.6K 0.01%
+37
402
$14.6K 0.01%
+276
403
$14.3K 0.01%
+823
404
$14.1K 0.01%
+130
405
$14.1K 0.01%
+45
406
$14.1K 0.01%
+286
407
$14K 0.01%
+141
408
$13.9K 0.01%
+653
409
$13.9K 0.01%
+135
410
$13.8K 0.01%
+107
411
$13.6K 0.01%
+85
412
$13.6K 0.01%
+392
413
$13.6K 0.01%
+556
414
$13.5K 0.01%
+126
415
$13.4K 0.01%
+185
416
$13.4K 0.01%
+184
417
$13.3K 0.01%
+779
418
$13.3K 0.01%
+588
419
$12.9K 0.01%
+179
420
$12.8K 0.01%
+133
421
$12.7K 0.01%
+275
422
$12.6K 0.01%
+150
423
$12.5K 0.01%
+141
424
$12.5K 0.01%
+200
425
$12.2K 0.01%
+211