TWP
Triad Wealth Partners Portfolio holdings
AUM
$495M
This Quarter Return
+5.66%
1 Year Return
+12.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.87%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$14.9M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$14.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.7M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$11.3M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$8.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.75% |
| 2 | Financials | 1.91% |
| 3 | Communication Services | 1.84% |
| 4 | Healthcare | 1.58% |
| 5 | Consumer Discretionary | 1.56% |
