TVWM
Tower View Wealth Management Portfolio holdings
AUM
$195M
1-Year Est. Return
29.88%
This Fund
S&P 500
1 Year Est. Return
+29.88%
AUM
$195M
AUM Growth
-$7.45M
(-3.7%)
Holding
208
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.6M | |
| 3 | +$1.6M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.43M |
| 5 |
United Therapeutics
UTHR
|
+$1.32M |
Top Sells
| 1 | +$3.06M | |
| 2 | +$2.77M | |
| 3 | +$1.97M | |
| 4 |
TAT Technologies
TATT
|
+$1.57M |
| 5 |
NVMI
Nova
NVMI
|
+$1.38M |
Sector Composition
| 1 | Technology | 28.68% |
| 2 | Industrials | 10.98% |
| 3 | Communication Services | 9.3% |
| 4 | Healthcare | 7.9% |
| 5 | Consumer Staples | 7.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$2.3T
| $2.81M | 1.44% |
9,086
+772
|
|
||
27
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
| $2.74M | 1.41% |
10,642
+226
|
|
||
28
Arm
ARM
$433B
| $2.68M | 1.37% |
17,695
-2,457
|
|
||
29
Intuitive Surgical
ISRG
$143B
| $2.61M | 1.34% |
5,672
-201
|
|
||
30
Vanguard Information Technology ETF
VGT
$150B
| $2.46M | 1.26% |
28,184
+504
|
|
||
31
Spotify
SPOT
$99.2B
| $2.38M | 1.22% |
4,906
-186
|
|
||
32
Home Depot
HD
$311B
| $2.37M | 1.22% |
7,204
-1,820
|
|
||
33
Amphenol
APH
$182B
| $2.15M | 1.1% |
16,988
-298
|
|
||
34
Goldman Sachs
GS
$309B
| $1.75M | 0.9% |
2,070
+1,980
|
|
||
|
MRSH
35
Marsh
MRSH
$76B
| $1.73M | 0.89% |
9,981
-17,008
|
|
||
|
36
United Therapeutics
UTHR
$23.3B
| $1.62M | 0.83% |
2,733
+2,658
|
|
||
37
Netflix
NFLX
$343B
| $1.56M | 0.8% |
16,187
+12
|
|
||
38
Lam Research
LRCX
$430B
| $1.53M | 0.79% |
+7,170
|
|
||
39
Cisco
CSCO
$507B
| $1.45M | 0.75% |
18,750
+2,408
|
|
||
40
Walmart Inc
WMT
$926B
| $1.42M | 0.73% |
11,407
+2,266
|
|
||
|
41
Advanced Micro Devices
AMD
$881B
| $1.36M | 0.7% |
+6,705
|
|
||
42
AbbVie
ABBV
$387B
| $1.28M | 0.66% |
5,901
+974
|
|
||
43
Baidu
BIDU
$45.7B
| $1.28M | 0.66% |
11,495
+1,031
|
|
||
44
Oracle
ORCL
$662B
| $1.19M | 0.61% |
8,116
-12
|
|
||
45
Union Pacific
UNP
$157B
| $1.1M | 0.56% |
4,530
-1,037
|
|
||
46
PepsiCo
PEP
$195B
| $764K | 0.39% |
4,921
-1,963
|
|
||
47
Vanguard S&P 500 ETF
VOO
$976B
| $715K | 0.37% |
1,196
-3
|
|
||
48
Carrier Global
CARR
$56.2B
| $649K | 0.33% |
11,520
-33,209
|
|
||
49
Micron Technology
MU
$1.21T
| $624K | 0.32% |
+1,848
|
|
||
50
Vanguard High Dividend Yield ETF
VYM
$79.5B
| $587K | 0.3% |
3,964
+311
|
|