TWP

Triad Wealth Partners Portfolio holdings

AUM $1.26B
1-Year Est. Return 17.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$46.8M
2 +$31.1M
3 +$29.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$24.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.2M

Top Sells

1 +$23.1M
2 +$14.6M
3 +$7.39M
4
IAU icon
iShares Gold Trust
IAU
+$6.67M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.76M

Sector Composition

1 Technology 7.39%
2 Consumer Discretionary 2.01%
3 Financials 1.99%
4 Communication Services 1.88%
5 Energy 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ILS
526
Brookmont Catastrophic Bond ETF
ILS
$78.7M
-26,397