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
$142M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.26M
3 +$896K
4
ASML icon
ASML
ASML
+$470K
5
MCD icon
McDonald's
MCD
+$409K

Top Sells

1 +$3.51M
2 +$2.4M
3 +$1.02M
4
NVDA icon
NVIDIA
NVDA
+$687K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$273K

Sector Composition

1 Technology 19.38%
2 Healthcare 15.01%
3 Industrials 14.69%
4 Consumer Discretionary 11.86%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$54K 0.04%
351
+125
77
$54K 0.04%
951
+7
78
$53K 0.04%
260
79
$49K 0.03%
213
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80
$44K 0.03%
1,622
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81
$43K 0.03%
400
82
$40K 0.03%
255
+165
83
$40K 0.03%
279
+2
84
$38K 0.03%
915
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85
$36K 0.03%
661
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86
$36K 0.03%
635
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87
$34K 0.02%
444
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88
$29K 0.02%
618
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89
$28K 0.02%
614
90
$26K 0.02%
592
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91
$26K 0.02%
234
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92
$25K 0.02%
78
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$24K 0.02%
518
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$23K 0.02%
1,562
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95
$23K 0.02%
100
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$22K 0.02%
141
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$21K 0.01%
127
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$21K 0.01%
5,566
99
$21K 0.01%
+1,678
100
$21K 0.01%
191