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
26
$3.44M 1.75%
+47,824
27
$3.27M 1.66%
21,092
+291
28
$3.23M 1.64%
22,280
+420
29
$3.19M 1.63%
66,222
-708
30
$3.15M 1.6%
21,491
+138
31
$3.11M 1.58%
33,290
+168
32
$2.92M 1.49%
18,163
+352
33
$2.67M 1.36%
+2,917
34
$2.62M 1.33%
6,682
+63
35
$2.42M 1.23%
9,808
+193
36
$2.24M 1.14%
2,814
+1,036
37
$2.13M 1.09%
40,679
+379
38
$2M 1.02%
12,398
+2,995
39
$1.98M 1.01%
11,416
+14
40
$1.98M 1.01%
+11,371
41
$1.91M 0.97%
12,144
+3,109
42
$1.87M 0.95%
7,013
-142
43
$1.81M 0.92%
3,507
+1,714
44
$1.81M 0.92%
6,643
+47
45
$1.8M 0.92%
6,727
+6,483
46
$1.75M 0.89%
3,829
+9
47
$1.66M 0.85%
7,583
+109
48
$1.6M 0.82%
4,032
-35
49
$1.55M 0.79%
7,276
-13,174
50
$1.54M 0.78%
2,555
-2
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2
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