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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.51M
3 +$1.63M
4
SPOT icon
Spotify
SPOT
+$1.27M
5
GRMN icon
Garmin
GRMN
+$524K

Top Sells

1 +$5.8M
2 +$3.26M
3 +$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$946K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.23%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEE icon
51
NextEra Energy
NEE
$174B
$297K 0.15%
4,283
+3,980
AMT icon
52
American Tower
AMT
$89.6B
$289K 0.15%
+1,307
XOM icon
53
Exxon Mobil
XOM
$479B
$285K 0.15%
2,644
+1,598
TXN icon
54
Texas Instruments
TXN
$161B
$274K 0.14%
+1,320
ADP icon
55
Automatic Data Processing
ADP
$114B
$262K 0.14%
+848
JNJ icon
56
Johnson & Johnson
JNJ
$465B
$254K 0.13%
1,661
+1,432
DHR icon
57
Danaher
DHR
$150B
$237K 0.12%
1,199
+972
KKR icon
58
KKR & Co
KKR
$105B
$218K 0.11%
1,640
+2
SCHW icon
59
Charles Schwab
SCHW
$171B
$212K 0.11%
+2,323
SYK icon
60
Stryker
SYK
$143B
$211K 0.11%
534
+1
BLK icon
61
Blackrock
BLK
$180B
$210K 0.11%
+200
ORCL icon
62
Oracle
ORCL
$830B
$196K 0.1%
+896
ABBV icon
63
AbbVie
ABBV
$406B
$189K 0.1%
1,018
+9
ITW icon
64
Illinois Tool Works
ITW
$72.7B
$189K 0.1%
763
+543
SHY icon
65
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$184K 0.1%
2,226
+14
DIS icon
66
Walt Disney
DIS
$199B
$179K 0.09%
1,442
IRM icon
67
Iron Mountain
IRM
$30.9B
$171K 0.09%
1,670
+16
CVX icon
68
Chevron
CVX
$308B
$171K 0.09%
1,195
+1,123
COP icon
69
ConocoPhillips
COP
$108B
$170K 0.09%
1,895
+1,419
VTI icon
70
Vanguard Total Stock Market ETF
VTI
$543B
$161K 0.08%
528
FCX icon
71
Freeport-McMoran
FCX
$59.1B
$142K 0.07%
+3,281
CME icon
72
CME Group
CME
$96.6B
$136K 0.07%
+494
WMT icon
73
Walmart
WMT
$859B
$135K 0.07%
1,385
+7
BMY icon
74
Bristol-Myers Squibb
BMY
$88.8B
$126K 0.07%
2,724
-22
BSV icon
75
Vanguard Short-Term Bond ETF
BSV
$39B
$115K 0.06%
1,467
+14