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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.27M
3
+$1.08M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
NVMI icon
Nova
NVMI
+$1.07M

Top Sells

1
+$2.97M
2
+$1.55M
3
+$920K
4
DBX icon
Dropbox
DBX
+$919K
5
NVDA icon
NVIDIA
NVDA
+$569K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.68%
38,465
+1,000
52
$938K 0.61%
3,866
-1,586
53
$938K 0.61%
34,920
+34,720
54
$676K 0.44%
13,520
+5,200
55
$594K 0.39%
+6,872
56
$561K 0.37%
2,393
+161
57
$533K 0.35%
5,503
+104
58
$341K 0.22%
6,906
+250
59
$335K 0.22%
4,104
+34
60
$294K 0.19%
1,667
61
$288K 0.19%
1,372
+563
62
$287K 0.19%
4,588
+184
63
$260K 0.17%
2,504
+125
64
$247K 0.16%
1,658
+281
65
$235K 0.15%
1,057
+65
66
$192K 0.13%
+1,645
67
$190K 0.12%
3,308
+15
68
$165K 0.11%
774
69
$154K 0.1%
1,903
+17
70
$128K 0.08%
670
71
$112K 0.07%
726
72
$104K 0.07%
236
-15
73
$102K 0.07%
966
+4
74
$98K 0.06%
468
-14,188
75
$97K 0.06%
675
-360
1 2
3
4 5