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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.69%
18,186
+3,112
27
$2.9M 1.59%
14,467
+7,189
28
$2.85M 1.56%
101,079
-195
29
$2.85M 1.56%
42,199
+11,084
30
$2.82M 1.54%
23,656
+196
31
$2.8M 1.54%
5,709
-39
32
$2.65M 1.45%
4,657
+104
33
$2.62M 1.44%
15,423
-1,092
34
$2.59M 1.42%
11,242
-87
35
$2.57M 1.41%
2,447
+136
36
$2.35M 1.28%
14,295
+4,867
37
$2.27M 1.24%
4,887
+80
38
$2.22M 1.22%
3,784
+340
39
$2.2M 1.2%
130,647
+1,500
40
$2.05M 1.12%
14,365
+205
41
$1.71M 0.94%
+18,063
42
$1.59M 0.87%
5,628
-129
43
$1.29M 0.71%
7,448
-931
44
$762K 0.42%
9,264
+12
45
$635K 0.35%
1,203
-24
46
$527K 0.29%
4,108
+87
47
$526K 0.29%
15,850
-180
48
$475K 0.26%
5,193
+22
49
$422K 0.23%
1,932
-3
50
$377K 0.21%
644
-8,719
1
2
3 4 5