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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.24%
5,165
+11
52
$395K 0.23%
1,935
-2,934
53
$370K 0.22%
1,620
+5
54
$357K 0.21%
1,427
-124
55
$294K 0.17%
611
+3
56
$292K 0.17%
4,753
+4,138
57
$230K 0.13%
1,183
-3,000
58
$192K 0.11%
2,348
-25
59
$189K 0.11%
528
+2
60
$182K 0.11%
1,000
-273
61
$176K 0.1%
1,435
62
$173K 0.1%
1,313
+3
63
$164K 0.1%
1,629
+3
64
$157K 0.09%
2,891
-175
65
$151K 0.09%
1,019
-105
66
$138K 0.08%
237
67
$135K 0.08%
521
+19
68
$129K 0.08%
1,607
+15
69
$123K 0.07%
1,058
+3
70
$101K 0.06%
2,150
+16
71
$87K 0.05%
495
72
$86.7K 0.05%
531
+3
73
$82.8K 0.05%
1,376
-28
74
$82.5K 0.05%
275
-9
75
$78.3K 0.05%
260
1 2
3
4 5