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
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.67M
3
+$1.98M
4
MCD icon
McDonald's
MCD
+$1.74M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$887K

Top Sells

1
+$4.38M
2
+$2.81M
3
+$1.62M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.74%
23,712
+246
52
$1.38M 0.7%
8,412
-724
53
$1.32M 0.67%
8,673
+2,967
54
$1.15M 0.58%
4,901
+100
55
$1.07M 0.54%
29,364
+3,352
56
$1.06M 0.54%
4,646
+653
57
$1.05M 0.54%
5,265
-509
58
$882K 0.45%
10,324
+2,323
59
$672K 0.34%
2,904
+946
60
$547K 0.28%
5,633
+26
61
$512K 0.26%
2,913
+710
62
$428K 0.22%
5,000
-398
63
$423K 0.22%
1,661
+26
64
$401K 0.2%
4,873
+14
65
$370K 0.19%
6,246
+109
66
$366K 0.19%
2,141
+29
67
$366K 0.19%
4,109
68
$342K 0.17%
3,052
-51
69
$314K 0.16%
921
-1,489
70
$305K 0.16%
813
+1
71
$286K 0.15%
957
-33
72
$276K 0.14%
4,157
+6
73
$248K 0.13%
705
74
$225K 0.11%
1,293
-170
75
$211K 0.11%
587
+263
1 2
3
4 5