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
$142M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.26M
3
+$896K
4
ASML icon
ASML
ASML
+$470K
5
MCD icon
McDonald's
MCD
+$409K

Top Sells

1
+$3.51M
2
+$2.4M
3
+$1.02M
4
NVDA icon
NVIDIA
NVDA
+$687K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$273K

Sector Composition

1 Technology 19.38%
2 Healthcare 15.01%
3 Industrials 14.69%
4 Consumer Discretionary 11.86%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.23%
1,544
-109
52
$304K 0.21%
1,609
+8
53
$238K 0.17%
602
+33
54
$207K 0.15%
1,387
+541
55
$190K 0.13%
2,346
-2,253
56
$182K 0.13%
3,143
+215
57
$176K 0.12%
705
58
$144K 0.1%
1,119
+4
59
$143K 0.1%
525
+1
60
$135K 0.09%
1,307
+899
61
$124K 0.09%
1,052
+478
62
$120K 0.08%
237
63
$116K 0.08%
+1,435
64
$106K 0.07%
500
-19
65
$100K 0.07%
1,623
+5
66
$94K 0.07%
1,574
+16
67
$84K 0.06%
2,458
-208
68
$75K 0.05%
1,404
+1,260
69
$69K 0.05%
282
70
$64K 0.04%
2,111
+24
71
$64K 0.04%
1,916
+870
72
$63K 0.04%
524
+4
73
$56K 0.04%
605
+219
74
$56K 0.04%
405
+2
75
$55K 0.04%
459
+2
1 2
3
4 5