TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$850K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$388K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$352K

Top Sells

1
+$4.86M
2
+$2.31M
3
+$2.09M
4
DECK icon
Deckers Outdoor
DECK
+$1.15M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$537K

Sector Composition

1 Technology 27.89%
2 Industrials 10.85%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.12%
200
52
$213K 0.11%
1,643
+3
53
$209K 0.11%
903
-115
54
$198K 0.1%
535
+1
55
$196K 0.1%
2,600
-1,683
56
$191K 0.1%
2,000
-323
57
$185K 0.1%
1,619
+177
58
$184K 0.1%
1,000
-320
59
$174K 0.09%
530
+2
60
$172K 0.09%
1,683
+13
61
$141K 0.07%
2,243
+12
62
$133K 0.07%
494
63
$130K 0.07%
1,572
-654
64
$128K 0.07%
1,242
-143
65
$126K 0.07%
265
66
$124K 0.06%
2,755
+31
67
$117K 0.06%
1,482
+15
68
$117K 0.06%
1,458
+16
69
$114K 0.06%
1,358
+13
70
$101K 0.05%
106
71
$97.8K 0.05%
220
72
$95.6K 0.05%
560
+4
73
$90.7K 0.05%
239
74
$88.4K 0.05%
280
+1
75
$81.7K 0.04%
979
+4
1 2
3
4 5