TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
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
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.15%
4,283
+3,980
52
$289K 0.15%
+1,307
53
$285K 0.15%
2,644
+1,598
54
$274K 0.14%
+1,320
55
$262K 0.14%
+848
56
$254K 0.13%
1,661
+1,432
57
$237K 0.12%
1,199
+972
58
$218K 0.11%
1,640
+2
59
$212K 0.11%
+2,323
60
$211K 0.11%
534
+1
61
$210K 0.11%
+200
62
$196K 0.1%
+896
63
$189K 0.1%
1,018
+9
64
$189K 0.1%
763
+543
65
$184K 0.1%
2,226
+14
66
$179K 0.09%
1,442
67
$171K 0.09%
1,670
+16
68
$171K 0.09%
1,195
+1,123
69
$170K 0.09%
1,895
+1,419
70
$161K 0.08%
528
71
$142K 0.07%
+3,281
72
$136K 0.07%
+494
73
$135K 0.07%
1,385
+7
74
$126K 0.07%
2,724
-22
75
$115K 0.06%
1,467
+14
1 2
3
4 5