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
51
$306K 0.31%
4,460
52
$291K 0.29%
3,903
-80
53
$283K 0.28%
2,183
-90
54
$271K 0.27%
1,478
+373
55
$267K 0.27%
14,400
56
$213K 0.21%
649
+214
57
$209K 0.21%
1,535
+6
58
$206K 0.21%
3,250
+22
59
$199K 0.2%
4,574
-220
60
$186K 0.19%
+2,467
61
$173K 0.17%
1,125
-178
62
$169K 0.17%
3,527
-121
63
$153K 0.15%
1,522
-1,534
64
$130K 0.13%
315
+15
65
$120K 0.12%
702
+2
66
$103K 0.1%
3,018
+290
67
$100K 0.1%
1,934
68
$90K 0.09%
448
-26
69
$78K 0.08%
576
+2
70
$75K 0.07%
1,673
+124
71
$73K 0.07%
1,213
+6
72
$73K 0.07%
455
-64
73
$69K 0.07%
697
+5
74
$65K 0.07%
1,000
75
$62K 0.06%
770
+255
1 2
3
4 5