TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.81%
19,827
-26
27
$3.45M 1.79%
11,791
+226
28
$3.37M 1.74%
20,809
+240
29
$3.06M 1.58%
5,624
-4
30
$2.68M 1.39%
+9,409
31
$2.51M 1.3%
+65,542
32
$2.31M 1.2%
5,193
+63
33
$2.26M 1.17%
3,413
-318
34
$2.18M 1.13%
9,178
-210
35
$2.09M 1.09%
130,915
-40
36
$1.77M 0.92%
7,684
-430
37
$1.23M 0.64%
9,284
-5,788
38
$1.15M 0.6%
11,148
+117
39
$1M 0.52%
6,308
-245
40
$716K 0.37%
1,263
-5,756
41
$638K 0.33%
1,123
-42
42
$577K 0.3%
7,616
+9
43
$539K 0.28%
4,043
-101
44
$465K 0.24%
17,868
+5,512
45
$456K 0.24%
5,157
+91
46
$403K 0.21%
1,841
-15
47
$400K 0.21%
1,428
48
$390K 0.2%
695
+6
49
$339K 0.18%
+1,545
50
$298K 0.15%
+4,130
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2
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