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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.84%
11,148
+140
27
$2.93M 1.72%
19,421
-1,251
28
$2.83M 1.66%
16,185
+874
29
$2.61M 1.53%
20,315
+190
30
$2.54M 1.49%
14,999
+1,851
31
$2.45M 1.43%
4,395
+132
32
$2.42M 1.42%
14,951
+100
33
$2.3M 1.34%
5,755
-447
34
$2.27M 1.33%
5,801
-492
35
$2.23M 1.31%
101,150
+605
36
$2.18M 1.28%
+2,268
37
$2M 1.17%
4,774
+33
38
$1.8M 1.05%
3,428
-30
39
$1.67M 0.98%
+9,243
40
$1.56M 0.91%
5,759
-121
41
$1.49M 0.87%
26,456
+2,531
42
$1.4M 0.82%
8,650
+457
43
$1.35M 0.79%
+121,605
44
$1.15M 0.67%
+9,227
45
$746K 0.44%
9,718
+131
46
$726K 0.42%
3,539
-5
47
$620K 0.36%
16,236
-124,808
48
$597K 0.35%
1,241
+10
49
$477K 0.28%
5,845
+159
50
$471K 0.28%
3,892
+53
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2
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