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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.7K 0.03%
508
+4
77
$58.8K 0.03%
659
+4
78
$57.9K 0.03%
1,622
79
$57.9K 0.03%
275
+2
80
$57K 0.03%
217
+1
81
$53.3K 0.03%
723
+5
82
$49.4K 0.03%
469
+3
83
$49.3K 0.03%
967
+13
84
$46.9K 0.03%
400
85
$45.8K 0.03%
193
+1
86
$45.2K 0.02%
544
+2
87
$41.4K 0.02%
255
88
$39.2K 0.02%
205
-49
89
$38.8K 0.02%
273
+66
90
$38.6K 0.02%
78
91
$35.8K 0.02%
100
92
$33.3K 0.02%
510
+5
93
$32.5K 0.02%
1,123
+16
94
$31.6K 0.02%
140
95
$28.8K 0.02%
500
96
$28.6K 0.02%
537
+5
97
$28.1K 0.02%
518
98
$27.2K 0.01%
414
99
$27.1K 0.01%
320
100
$26.3K 0.01%
350
2 3
4
5 6