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
$100M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$663K
3
+$608K
4
NVDA icon
NVIDIA
NVDA
+$464K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$447K

Top Sells

1
+$5.51M
2
+$1.77M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.24M
5
PARA
Paramount Global Class B
PARA
+$1.2M

Sector Composition

1 Industrials 18.2%
2 Financials 13.49%
3 Technology 7.32%
4 Consumer Staples 6.87%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.61%
10,093
+225
27
$1.57M 1.56%
10,658
-453
28
$1.52M 1.52%
29,460
+320
29
$1.51M 1.51%
27,750
-417
30
$1.48M 1.47%
9,146
+223
31
$1.46M 1.46%
14,439
-4,648
32
$1.34M 1.34%
23,163
+549
33
$1.33M 1.33%
10,981
+215
34
$1.32M 1.32%
16,041
-1,829
35
$1.31M 1.31%
7,538
+1,408
36
$1.3M 1.3%
40,475
+105
37
$1.29M 1.29%
17,005
-2,225
38
$1.24M 1.24%
8,022
+322
39
$1.14M 1.13%
22,560
+159
40
$1.11M 1.11%
19,889
+5,359
41
$1.06M 1.06%
20,360
+8,620
42
$946K 0.95%
19,598
+2,209
43
$686K 0.69%
16,449
+15,907
44
$661K 0.66%
13,435
-3,325
45
$634K 0.63%
7,583
+1,116
46
$608K 0.61%
+24,640
47
$602K 0.6%
3,904
-73
48
$517K 0.52%
3,849
-681
49
$506K 0.51%
8,069
+75
50
$352K 0.35%
13,089
-577
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2
3 4 5