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
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.67M
3
+$1.98M
4
MCD icon
McDonald's
MCD
+$1.74M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$887K

Top Sells

1
+$4.38M
2
+$2.81M
3
+$1.62M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.11%
1,469
+1
77
$205K 0.1%
1,216
+154
78
$200K 0.1%
457
+225
79
$184K 0.09%
816
+98
80
$182K 0.09%
2,913
-298
81
$169K 0.09%
253
82
$168K 0.09%
1,625
-15,659
83
$153K 0.08%
1,089
+3
84
$141K 0.07%
2,719
+16
85
$138K 0.07%
515
+2
86
$130K 0.07%
1,750
-250
87
$122K 0.06%
507
+2
88
$116K 0.06%
2,600
89
$110K 0.06%
2,000
90
$81K 0.04%
598
+1
91
$78K 0.04%
1,500
92
$77K 0.04%
276
+2
93
$76K 0.04%
800
-200
94
$75K 0.04%
700
95
$68K 0.03%
429
+1
96
$67K 0.03%
+458
97
$66K 0.03%
260
98
$65K 0.03%
500
99
$65K 0.03%
1,209
+7
100
$62K 0.03%
916
2 3
4
5 6