Equal-WT
WhaleScore 2.0
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Tower Wealth Partners is based out of Lewisburg. Tower Wealth Partners is a large advisory firm with 594 clients and discretionary assets under management (AUM) of $241,841,946 (Form ADV from 2023-04-28). Their last reported 13F filing for Q4 2023 included $141,531,619 in managed 13F securities
and a top 10 holdings concentration of 76.51%. Tower Wealth Partners's largest holding is VictoryShares US Multi-Factor Minimum Volatility ETF-US Mult-Factor Minimum Volatility ETF with shares held of 391,809. Whalewisdom has at least 13 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPYG SPDR(R) Portfolio S& | 8.3% |
FTSL First Trust Senior L | 6.25% |
CME CME Group Inc | 0.24% |
AVGO Broadcom Ltd. (Avago | 0.24% |
CAT Caterpillar Inc. | 0.19% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
MGK VANGUARD MEGA CAP GR | 9.14% |
VSMV VictoryShares US Mul | 1.08% |
IJH iShares Core S&P Mid | 0.64% |
IOO iShares Global 100 E | 0.61% |
IJR iShares Core S&P Sma | 0.44% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VSMV VictoryShares US Mul | 11.65% |
IJH iShares Core S&P Mid | 9.79% |
DIVO Amplify CWP Enhanced | 8.38% |
SPYG SPDR(R) Portfolio S& | 8.3% |
AVUV Avantis U.S. Small C | 8.24% |
2023-12-31
13F Activity
Market Value | $142m, Prior: $122m |
New Purchases | 11 stocks |
Added To | 19 stocks |
Sold out of | 4 stocks |
Reduced holdings in | 23 stocks |
Top 10 Holdings % | 76.51% |
Turnover %[1] | 26.79% |
Turnover Alt %[2] | 10.06% |
Time Held Top 20 | 7.5 quarters |
Time Held Top 10 | 4.4 quarters |
Time Held All | 7.7 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31