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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.27M
3
+$1.08M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
NVMI icon
Nova
NVMI
+$1.07M

Top Sells

1
+$2.97M
2
+$1.55M
3
+$920K
4
DBX icon
Dropbox
DBX
+$919K
5
NVDA icon
NVIDIA
NVDA
+$569K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$94K 0.06%
551
77
$92K 0.06%
1,543
+14
78
$90K 0.06%
1,494
+5
79
$67K 0.04%
306
+2
80
$65K 0.04%
257
-15
81
$63K 0.04%
916
82
$59K 0.04%
302
-862
83
$54K 0.04%
496
+2
84
$47K 0.03%
1,176
+7
85
$43K 0.03%
400
86
$40K 0.03%
312
+2
87
$30K 0.02%
614
88
$27K 0.02%
2,016
+12
89
$26K 0.02%
197
90
$25K 0.02%
284
+3
91
$23K 0.02%
121
+1
92
$19K 0.01%
100
93
$15K 0.01%
56
94
$13K 0.01%
131
+1
95
$12K 0.01%
38
96
$12K 0.01%
35
97
$11K 0.01%
34
98
$11K 0.01%
725
-218
99
$11K 0.01%
40
100
$11K 0.01%
60
2 3
4
5 6