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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.8K 0.04%
341
-10
77
$72.4K 0.04%
1,955
-463
78
$70K 0.04%
533
+4
79
$62.5K 0.04%
1,622
80
$59.1K 0.03%
464
+2
81
$57.7K 0.03%
215
+1
82
$54.4K 0.03%
271
-10
83
$52.7K 0.03%
400
84
$50K 0.03%
714
+4
85
$45.8K 0.03%
500
-110
86
$43.1K 0.03%
646
+5
87
$41.6K 0.02%
628
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88
$41.1K 0.02%
538
+54
89
$41.1K 0.02%
941
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90
$40.4K 0.02%
255
91
$39.6K 0.02%
+790
92
$32.6K 0.02%
+449
93
$32.6K 0.02%
78
94
$30.5K 0.02%
+311
95
$30.3K 0.02%
1,090
+17
96
$29.2K 0.02%
140
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97
$29.1K 0.02%
500
98
$27K 0.02%
205
+100
99
$26.9K 0.02%
500
-483
100
$26.3K 0.02%
528
-137
2 3
4
5 6