TVWM

Tower View Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.67M
3
+$1.98M
4
MCD icon
McDonald's
MCD
+$1.74M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$887K

Top Sells

1
+$4.38M
2
+$2.81M
3
+$1.62M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
5
227
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-500
228
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-400
229
– –
-500
230
– –
-500
231
$0 ﹤0.01%
2
232
– –
-1,000
233
– –
-16
6 7 8 9
10