Portfolio (Quarterly)
Guide ↗
Tower Wealth Partners, Inc.
· CIK 0001852808| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 269.0 | $201K | 0.10% | NEW | — | $746.23 | +2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.6%
Financial Services
23.8%
Consumer Cyclical
8.8%
Industrials
8.1%
Energy
8.1%
Healthcare
7.3%
Consumer Defensive
5.8%
Utilities
5.0%
Communication Services
4.7%
Basic Materials
0.9%