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
$100M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$663K
3
+$608K
4
NVDA icon
NVIDIA
NVDA
+$464K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$447K

Top Sells

1
+$5.51M
2
+$1.77M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.24M
5
PARA
Paramount Global Class B
PARA
+$1.2M

Sector Composition

1 Industrials 18.2%
2 Financials 13.49%
3 Technology 7.32%
4 Consumer Staples 6.87%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.06%
3,180
77
$55K 0.06%
984
+6
78
$55K 0.06%
185
-10
79
$53K 0.05%
514
+3
80
$51K 0.05%
327
+22
81
$50K 0.05%
1,476
-58
82
$50K 0.05%
1,111
+1
83
$49K 0.05%
564
84
$45K 0.05%
217
85
$45K 0.05%
406
86
$42K 0.04%
916
87
$41K 0.04%
340
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88
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1,203
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$40K 0.04%
510
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$37K 0.04%
402
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$36K 0.04%
323
+3
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$34K 0.03%
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93
$32K 0.03%
546
94
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200
95
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96
$28K 0.03%
299
+1
97
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644
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98
$28K 0.03%
155
99
$28K 0.03%
+209
100
$28K 0.03%
245
2 3
4
5 6