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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.2%
1,416
+11
52
$332K 0.18%
672
+38
53
$213K 0.12%
1,634
+2
54
$199K 0.11%
2,395
+24
55
$199K 0.11%
1,008
+4
56
$194K 0.11%
1,632
+11
57
$192K 0.1%
530
+1
58
$163K 0.09%
263
59
$158K 0.09%
1,026
+3
60
$150K 0.08%
1,318
+3
61
$148K 0.08%
523
+2
62
$140K 0.08%
2,700
+26
63
$138K 0.08%
1,435
64
$123K 0.07%
1,048
+3
65
$114K 0.06%
1,447
66
$113K 0.06%
1,425
-50
67
$111K 0.06%
1,375
68
$94.1K 0.05%
2,186
+19
69
$86K 0.05%
263
+1
70
$82.7K 0.05%
540
+3
71
$76.2K 0.04%
1,976
+11
72
$71.4K 0.04%
261
+1
73
$70.9K 0.04%
341
74
$70.9K 0.04%
539
+4
75
$62.8K 0.03%
226
1 2
3
4 5